Farmers & Merchants Investments Inc’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 | $1.26M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $879K | Hold |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $729K | Hold |
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|
2024
Q1 | $653K | Hold |
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|
2023
Q4 | $630K | Buy |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $525K | Buy |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $553K | Sell |
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|
2021
Q3 | $538K | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $270K | Buy |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $424K | Hold |
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|
2019
Q3 | $470K | Buy |
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|
2019
Q2 | $422K | Buy |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $357K | Hold |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $322K | Buy |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $326K | Hold |
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|
2017
Q3 | $360K | Buy |
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|
2017
Q2 | $376K | Buy |
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|
2017
Q1 | $354K | Hold |
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|
2016
Q4 | $335K | Hold |
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|
2016
Q3 | $374K | Buy |
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