Grove Bank & Trust’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 | $37.8K | Hold |
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|
2025
Q2 | $32.6K | Buy |
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|
2025
Q1 | $22.5K | Sell |
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|
2024
Q4 | $88.1K | Buy |
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|
2024
Q3 | $88.2K | Buy |
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|
2024
Q2 | $68.8K | Sell |
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|
2024
Q1 | $70.1K | Hold |
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|
2023
Q4 | $67.6K | Sell |
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|
2023
Q3 | $84.4K | Hold |
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|
2023
Q2 | $83.3K | Hold |
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|
2023
Q1 | $73.8K | Buy |
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|
2022
Q4 | $62K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $323K | Buy |
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|
2019
Q4 | $533K | Sell |
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|
2019
Q3 | $601K | Buy |
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|
2019
Q2 | $500K | Buy |
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|
2019
Q1 | $475K | Buy |
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|
2018
Q4 | $423K | Sell |
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|
2018
Q3 | $415K | Sell |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $425K | Buy |
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|
2017
Q4 | $458K | Sell |
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|
2017
Q3 | $737K | Buy |
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|
2017
Q2 | $544K | Buy |
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|
2017
Q1 | $485K | Sell |
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|
2016
Q4 | $641K | Sell |
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|
2016
Q3 | $812K | Buy |
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|
2016
Q2 | $802K | Buy |
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|
2016
Q1 | $713K | Buy |
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|
2015
Q4 | $682K | Buy |
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