Global Financial Private Client’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 | – | Sell |
|
|||||
|
2025
Q1 | $7.2K | Hold |
|
|||||
|
2024
Q4 | $5.92K | Hold |
|
|||||
|
2024
Q3 | $6.02K | Buy |
|
|||||
|
2024
Q2 | $626 | Hold |
|
|||||
|
2024
Q1 | $552 | Hold |
|
|||||
|
2023
Q4 | $541 | Hold |
|
|||||
|
2023
Q3 | $490 | Hold |
|
|||||
|
2023
Q2 | $489 | Hold |
|
|||||
|
2023
Q1 | $430 | Hold |
|
|||||
|
2022
Q4 | $393 | Hold |
|
|||||
|
2022
Q3 | $392 | Hold |
|
|||||
|
2022
Q2 | $499 | Hold |
|
|||||
|
2022
Q1 | $587 | Hold |
|
|||||
|
2021
Q4 | $515 | Hold |
|
|||||
|
2021
Q3 | $503 | Hold |
|
|||||
|
2021
Q2 | $502 | Hold |
|
|||||
|
2021
Q1 | $440 | Hold |
|
|||||
|
2020
Q4 | $388 | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $8.69K | Sell |
|
|||||
|
2020
Q1 | $42K | Buy |
|
|||||
|
2019
Q4 | $77.6K | Buy |
|