Gallagher Fiduciary 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
Q3 | $1.12M | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $766K | Buy |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $707K | Sell |
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|
2023
Q1 | $718K | Buy |
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