Glen Eagle 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 | $136K | Buy |
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|
2025
Q2 | $96.1K | Hold |
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|
2025
Q1 | $95.8K | Sell |
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|
2024
Q4 | $78.9K | Hold |
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|
2024
Q3 | $80.2K | Hold |
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|
2024
Q2 | $65.3K | Sell |
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|
2024
Q1 | $81.8K | Buy |
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|
2023
Q4 | $73.9K | Hold |
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|
2023
Q3 | $67.1K | Sell |
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|
2023
Q2 | $70.3K | Buy |
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|
2023
Q1 | $48.7K | Sell |
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|
2022
Q4 | $54.9K | Buy |
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|
2022
Q3 | $51.9K | Sell |
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|
2022
Q2 | $84.2K | Buy |
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|
2022
Q1 | $77.2K | Sell |
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|
2021
Q4 | $90.3K | Hold |
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|
2021
Q3 | $86.7K | Buy |
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|
2021
Q2 | $87.4K | Buy |
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|
2021
Q1 | $75.3K | Buy |
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|
2020
Q4 | $61.4K | Sell |
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|
2020
Q3 | $66.2K | Buy |
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|
2020
Q2 | $57.2K | Buy |
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|
2020
Q1 | $32.7K | Sell |
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|
2019
Q4 | $61.2K | Buy |
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|
2019
Q3 | $33.7K | Buy |
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|
2019
Q2 | $30.2K | Buy |
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|
2019
Q1 | $28.7K | Buy |
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|
2018
Q4 | $25.5K | Buy |
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|
2018
Q3 | $23.6K | Buy |
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|
2018
Q2 | $22.9K | Buy |
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|
2018
Q1 | $19.8K | Sell |
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|
2017
Q4 | $273K | Buy |
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|
2017
Q3 | $301K | Sell |
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|
2017
Q2 | $386K | Buy |
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|
2017
Q1 | $365K | Sell |
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|
2016
Q4 | $351K | Buy |
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