Greenup Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $845K | Buy |
|
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|
2024
Q2 | $685K | Buy |
|
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|
2024
Q1 | $614K | Hold |
|
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|
2023
Q4 | $592K | Hold |
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|
2023
Q3 | $538K | Hold |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $541K | Hold |
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|
2022
Q1 | $632K | Hold |
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|
2021
Q4 | $564K | Buy |
|