GHP Investment 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
Q2 | $119K | Hold |
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|
2025
Q1 | $119K | Hold |
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|
2024
Q4 | $97.7K | Hold |
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|
2024
Q3 | $99.2K | Buy |
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|
2024
Q2 | $70.8K | Hold |
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|
2024
Q1 | $63.4K | Hold |
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|
2023
Q4 | $61.2K | Sell |
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|
2023
Q3 | $66K | Hold |
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|
2023
Q2 | $65.3K | Buy |
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|
2023
Q1 | $48.7K | Sell |
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|
2022
Q4 | $48.7K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $71K | Buy |
|