Global Retirement Partners’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 | $822K | Buy |
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|
2025
Q2 | $688K | Buy |
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|
2024
Q4 | $544K | Sell |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $807K | Buy |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $716K | Sell |
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|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $85K | Sell |
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|
2021
Q2 | $112K | Sell |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $277K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $192K | Sell |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $426K | Buy |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $292K | Sell |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $242K | Buy |
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|
2018
Q1 | $199K | Buy |
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|
2017
Q4 | $170K | Buy |
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|
2017
Q3 | $168K | Buy |
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|
2017
Q2 | $144K | Buy |
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|
2017
Q1 | $104K | Buy |
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|
2016
Q4 | $57K | Buy |
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