First Citizens 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 | $261K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $239K | Sell |
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|
2018
Q1 | $244K | Sell |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.81M | Sell |
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|
2017
Q2 | $2.69M | Buy |
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|
2017
Q1 | $609K | Sell |
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|
2016
Q4 | $2.07M | Sell |
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|
2016
Q3 | $3.24M | Buy |
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|
2016
Q2 | $307K | Sell |
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|
2016
Q1 | $299K | Sell |
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|
2015
Q4 | $315K | Buy |
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|
2015
Q3 | $217K | Sell |
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|
2015
Q2 | $231K | Buy |
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|
2015
Q1 | $235K | Buy |
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|
2014
Q4 | $215K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.68M | Sell |
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|
2013
Q2 | $1.88M | Buy |
|