Evanson Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $357K | Buy |
|
|||||
|
2025
Q2 | $307K | Buy |
|
|||||
|
2025
Q1 | $305K | Sell |
|
|||||
|
2024
Q4 | $476K | Buy |
|
|||||
|
2024
Q3 | $483K | Buy |
|
|||||
|
2024
Q2 | $392K | Buy |
|
|||||
|
2024
Q1 | $351K | Buy |
|
|||||
|
2023
Q4 | $337K | Buy |
|
|||||
|
2023
Q3 | $305K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $201K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $226K | Buy |
|
|||||
|
2014
Q4 | $219K | Buy |
|