Evermay Wealth 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
Q2 | $16.1K | Sell |
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|
2025
Q1 | $19.2K | Hold |
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|
2024
Q4 | $15.8K | Hold |
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|
2024
Q3 | $16K | Sell |
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|
2024
Q2 | $14.3K | Hold |
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|
2024
Q1 | $12.8K | Sell |
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|
2023
Q4 | $12.8K | Buy |
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|
2023
Q3 | $11.2K | Hold |
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|
2023
Q2 | $11.1K | Hold |
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|
2023
Q1 | $9.82K | Hold |
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|
2022
Q4 | $8.98K | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $124K | Sell |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $121K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $291K | Buy |
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|
2017
Q3 | $264K | Sell |
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|
2017
Q2 | $296K | Sell |
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|
2017
Q1 | $288K | Buy |
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|
2016
Q4 | $218K | Hold |
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|
2016
Q3 | $243K | Sell |
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|
2016
Q2 | $278K | Sell |
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|
2016
Q1 | $277K | Sell |
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|
2015
Q4 | $279K | Sell |
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|
2015
Q3 | $308K | Hold |
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|
2015
Q2 | $298K | Hold |
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|
2015
Q1 | $352K | Sell |
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|
2014
Q4 | $347K | Hold |
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|
2014
Q3 | $286K | Hold |
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|
2014
Q2 | $287K | Buy |
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|
2014
Q1 | $267K | Sell |
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|
2013
Q4 | $399K | Buy |
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