Fiduciary Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
2,631
+116
| +5% | +$17.8K | 0.01% | 586 |
|
|
2025
Q1 | $385K | Sell |
2,515
-145
| -5% | -$22.2K | 0.01% | 592 |
|
|
2024
Q4 | $335K | Buy |
2,660
+228
| +9% | +$28.7K | ﹤0.01% | 554 |
|
|
2024
Q3 | $311K | Sell |
2,432
-66
| -3% | -$8.45K | ﹤0.01% | 559 |
|
|
2024
Q2 | $260K | Buy |
2,498
+8
| +0.3% | +$834 | ﹤0.01% | 564 |
|
|
2024
Q1 | $233K | Hold |
2,490
| – | – | ﹤0.01% | 600 |
|
|
2023
Q4 | $225K | Buy |
+2,490
| New | +$225K | ﹤0.01% | 588 |
|
|
2022
Q2 | – | Sell |
-2,495
| Closed | -$240K | – | 682 |
|
|
2022
Q1 | $240K | Buy |
+2,495
| New | +$240K | ﹤0.01% | 598 |
|
|
2020
Q1 | – | Sell |
-2,529
| Closed | -$207K | – | 535 |
|
|
2019
Q4 | $207K | Buy |
2,529
+172
| +7% | +$14.1K | ﹤0.01% | 503 |
|
|
2019
Q3 | $214K | Buy |
+2,357
| New | +$214K | 0.01% | 492 |
|