Forte Capital’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 | $2.95M | Buy |
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|
2025
Q1 | $2.92M | Buy |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.38M | Sell |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.39M | Hold |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $680K | Buy |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $958K | Sell |
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|
2019
Q2 | $872K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $736K | Sell |
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|
2018
Q3 | $717K | Sell |
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|
2018
Q2 | $736K | Sell |
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|
2018
Q1 | $654K | Buy |
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|
2017
Q4 | $635K | Buy |
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|
2017
Q3 | $566K | Sell |
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|
2017
Q2 | $616K | Buy |
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|
2017
Q1 | $563K | Buy |
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|
2016
Q4 | $486K | Buy |
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|
2016
Q3 | $501K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $403K | Sell |
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|
2015
Q1 | $645K | Sell |
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|
2014
Q4 | $857K | Buy |
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|
2014
Q3 | $672K | Buy |
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