Farther Finance 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 | $1.51M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $803K | Buy |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | $180K | Buy |
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|
2023
Q3 | $93.6K | Buy |
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|
2023
Q2 | $38.2K | Buy |
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|
2023
Q1 | $33.1K | Buy |
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|
2022
Q4 | $28.1K | Buy |
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