Essex Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Buy |
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|
2019
Q3 | $292K | Sell |
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|
2019
Q2 | $275K | Hold |
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|
2019
Q1 | $262K | Hold |
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|
2018
Q4 | $234K | Sell |
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|
2018
Q3 | $223K | Sell |
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|
2018
Q2 | $254K | Hold |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $236K | Sell |
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|
2017
Q3 | $299K | Hold |
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|
2017
Q2 | $318K | Buy |
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|
2017
Q1 | $240K | Buy |
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