Fortis Group Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $328K | Sell |
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|
2025
Q3 | $339K | Buy |
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|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $6.3K | Hold |
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|
2024
Q3 | $6.4K | Hold |
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|
2024
Q2 | $5.21K | Hold |
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|
2024
Q1 | $4.67K | Sell |
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|
2023
Q4 | $9.02K | Buy |
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|
2023
Q3 | $4.1K | Buy |
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|
2020
Q3 | $45K | Buy |
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