First National Bank of Mount Dora’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $221K | Hold |
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|
2023
Q3 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $211K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $204K | Buy |
|