Fairfield Financial 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 | $5.89M | Buy |
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|
2025
Q2 | $4.08M | Buy |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2023
Q4 | $928K | Buy |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $61.6K | Buy |
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|
2022
Q4 | $56.5K | Buy |
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|
2022
Q3 | $54.9K | Buy |
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|
2022
Q2 | $69.8K | Buy |
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|
2022
Q1 | $80.9K | Buy |
|