First American 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 | $804K | Buy |
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|
2025
Q2 | $691K | Buy |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $550K | Buy |
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|
2024
Q2 | $443K | Buy |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $343K | Buy |
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