Fulcrum 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 | $827K | Sell |
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|
2025
Q1 | $913K | Sell |
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|
2024
Q4 | $772K | Sell |
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|
2024
Q3 | $815K | Sell |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $761K | Sell |
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|
2023
Q2 | $801K | Sell |
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|
2023
Q1 | $735K | Sell |
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|
2022
Q4 | $719K | Buy |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $850K | Buy |
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