Financial Gravity Asset Management’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 | $1.07K | Buy |
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|
2025
Q1 | $766 | Buy |
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|
2024
Q2 | $521 | Sell |
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|
2024
Q1 | $3.16K | Sell |
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|
2023
Q4 | $16.9K | Buy |
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|
2023
Q3 | $16K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.22K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9K | Sell |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $15K | Buy |
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|
2019
Q1 | $14K | Buy |
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|
2018
Q3 | $0 | Sell |
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|
2018
Q2 | $7K | Buy |
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