EverSource Wealth Advisors’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 | $898K | Buy |
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|
2025
Q2 | $716K | Buy |
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|
2025
Q1 | $562K | Sell |
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|
2024
Q4 | $473K | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $178K | Buy |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $113K | Sell |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | $102K | Buy |
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|
2022
Q4 | $86.5K | Buy |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $12K | Buy |
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