Fiduciary Trust’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 | $537K | Buy |
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|
2025
Q2 | $404K | Buy |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | $214K | Buy |
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