Fortitude Advisory Group’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 | $284K | Sell |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $122K | Sell |
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|
2021
Q4 | $254K | Buy |
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