Financial Perspectives’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 | $44.9K | Sell |
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|
2025
Q2 | $43.7K | Sell |
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|
2025
Q1 | $55K | Sell |
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|
2024
Q4 | $72.5K | Buy |
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|
2024
Q3 | $27.7K | Hold |
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|
2024
Q2 | $22.5K | Hold |
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|
2024
Q1 | $20.2K | Hold |
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|
2023
Q4 | $19.5K | Hold |
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|
2023
Q3 | $17.7K | Hold |
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|
2023
Q2 | $17.5K | Hold |
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|
2023
Q1 | $15.5K | Hold |
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|
2022
Q4 | $14.2K | Hold |
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|
2022
Q3 | $13.9K | Hold |
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|
2022
Q2 | $17.8K | Hold |
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|
2022
Q1 | $20.8K | Hold |
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|
2021
Q4 | $18.5K | Hold |
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|
2021
Q3 | $17.8K | Hold |
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|
2021
Q2 | $17.9K | Sell |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $11.9K | Hold |
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|
2020
Q2 | $11.2K | Hold |
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|
2020
Q1 | $9.89K | Hold |
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|
2019
Q4 | $17.7K | Buy |
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