Gray Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $993K | Sell |
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|
2023
Q3 | $936K | Buy |
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|
2023
Q2 | $890K | Buy |
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|
2023
Q1 | $766K | Sell |
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|
2022
Q4 | $711K | Sell |
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|
2022
Q3 | $725K | Buy |
|
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|
2022
Q2 | $925K | Buy |
|
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $911K | Buy |
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|
2021
Q3 | $863K | Buy |
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|
2021
Q2 | $868K | Sell |
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|
2021
Q1 | $761K | Buy |
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|
2020
Q4 | $682K | Sell |
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|
2020
Q3 | $715K | Sell |
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|
2020
Q2 | $735K | Sell |
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|
2020
Q1 | $665K | Buy |
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