Focused Wealth Management’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 | $242K | Buy |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $53.4K | Buy |
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|
2023
Q3 | $48.5K | Buy |
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|
2023
Q2 | $47.8K | Buy |
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|
2023
Q1 | $42.3K | Buy |
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|
2022
Q4 | $38.6K | Buy |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $42K | Buy |
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|
2020
Q4 | $38K | Sell |
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|
2020
Q3 | $38K | Buy |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $37K | Sell |
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|
2019
Q4 | $163K | Buy |
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|
2019
Q3 | $180K | Buy |
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|
2019
Q2 | $161K | Buy |
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|
2019
Q1 | $152K | Sell |
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|
2018
Q4 | $151K | Buy |
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|
2018
Q3 | $139K | Sell |
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|
2018
Q2 | $171K | Buy |
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|
2018
Q1 | $146K | Sell |
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|
2017
Q4 | $597K | Buy |
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|
2017
Q3 | $607K | Buy |
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|
2017
Q2 | $608K | Sell |
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|
2017
Q1 | $587K | Buy |
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|
2016
Q4 | $546K | Sell |
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|
2016
Q3 | $626K | Buy |
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|
2016
Q2 | $633K | Sell |
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|
2016
Q1 | $577K | Buy |
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|
2015
Q4 | $284K | Buy |
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|
2015
Q3 | $280K | Buy |
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|
2015
Q2 | $270K | Buy |
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|
2015
Q1 | $316K | Buy |
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|
2014
Q4 | $308K | Sell |
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|
2014
Q3 | $265K | Buy |
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|
2014
Q2 | $264K | Sell |
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|
2014
Q1 | $274K | Buy |
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|
2013
Q4 | $244K | Sell |
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|
2013
Q3 | $290K | Buy |
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