FineMark National Bank & 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 | $265K | Buy |
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|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $233K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $285K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $315K | Sell |
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|
2017
Q3 | $383K | Sell |
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|
2017
Q2 | $443K | Buy |
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|
2017
Q1 | $372K | Sell |
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|
2016
Q4 | $357K | Sell |
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|
2016
Q3 | $440K | Buy |
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|
2016
Q2 | $392K | Buy |
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|
2016
Q1 | $192K | Buy |
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|
2015
Q4 | $146K | Buy |
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|
2015
Q3 | $21K | Sell |
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|
2015
Q2 | $153K | Sell |
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|
2015
Q1 | $263K | Buy |
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|
2014
Q4 | $195K | Buy |
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|
2014
Q3 | $155K | Buy |
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|
2014
Q2 | $145K | Buy |
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|
2014
Q1 | $105K | Buy |
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|
2013
Q4 | $84K | Buy |
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|
2013
Q3 | $85K | Buy |
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|
2013
Q2 | $79K | Buy |
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