FSA 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
Q2 | $71.9K | Buy |
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|
2025
Q1 | $71.3K | Buy |
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|
2024
Q4 | $58.4K | Buy |
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|
2024
Q3 | $59K | Buy |
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|
2024
Q1 | $42.6K | Buy |
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|
2023
Q4 | $41K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $28K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $51K | Buy |
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