HDIM
WELL icon

Hanson & Doremus Investment Management’s Welltower WELL Stock Holding History

Hanson & Doremus Investment Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$231K Hold
1,500
– – 0.03% 186
2025
Q1 		$230K Hold
1,500
– – 0.03% 183
2024
Q4 		$189K Hold
1,500
– – 0.03% 192
2024
Q3 		$192K Hold
1,500
– – 0.03% 187
2024
Q2 		$156K Hold
1,500
– – 0.03% 197
2024
Q1 		$140K Hold
1,500
– – 0.02% 209
2023
Q4 		$135K Hold
1,500
– – 0.03% 214
2023
Q3 		$123K Hold
1,500
– – 0.03% 212
2023
Q2 		$121K Hold
1,500
– – 0.03% 217
2023
Q1 		$108K Hold
1,500
– – 0.02% 226
2022
Q4 		$98K Hold
1,500
– – 0.02% 238
2022
Q3 		$96K Hold
1,500
– – 0.02% 237
2022
Q2 		$124K Hold
1,500
– – 0.03% 222
2022
Q1 		$144K Hold
1,500
– – 0.03% 222
2021
Q4 		$129K Hold
1,500
– – 0.03% 226
2021
Q3 		$124K Hold
1,500
– – 0.03% 222
2021
Q2 		$83K Hold
1,500
– – 0.02% 218
2021
Q1 		$107K Hold
1,500
– – 0.02% 228
2020
Q4 		$97K Hold
1,500
– – 0.02% 234
2020
Q3 		$83K Hold
1,500
– – 0.02% 218
2020
Q2 		$78K Hold
1,500
– – 0.02% 226
2020
Q1 		$69K Hold
1,500
– – 0.02% 230
2019
Q4 		$123K Hold
1,500
– – 0.04% 211
2019
Q3 		$136K Hold
1,500
– – 0.04% 204
2019
Q2 		$122K Buy
1,500
+500
+50% +$40.7K 0.04% 217
2019
Q1 		$78K Hold
1,000
– – 0.03% 245
2018
Q4 		$69K Hold
1,000
– – 0.02% 235
2018
Q3 		$64K Hold
1,000
– – 0.02% 265
2018
Q2 		$63K Hold
1,000
– – 0.02% 268
2018
Q1 		$54K Hold
1,000
– – 0.02% 295
2017
Q4 		$64K Buy
+1,000
New +$64K 0.02% 271
2017
Q3 		– Sell
-1,000
Closed -$75K – 501
2017
Q2 		$75K Hold
1,000
– – 0.03% 246
2017
Q1 		$71K Hold
1,000
– – 0.03% 249
2016
Q4 		$66.9K Hold
1,000
– – 0.03% 243
2016
Q3 		$75K Sell
1,000
-300
-23% -$22.5K 0.03% 220
2016
Q2 		$99K Hold
1,300
– – 0.04% 202
2016
Q1 		$90K Hold
1,300
– – 0.04% 212
2015
Q4 		$88K Sell
1,300
-16
-1% -$1.08K 0.04% 221
2015
Q3 		$89K Buy
1,316
+16
+1% +$1.08K 0.04% 219
2015
Q2 		$85K Sell
1,300
-98
-7% -$6.41K 0.04% 224
2015
Q1 		$108K Hold
1,398
– – 0.05% 207
2014
Q4 		$106K Buy
1,398
+98
+8% +$7.43K 0.05% 209
2014
Q3 		$81K Hold
1,300
– – 0.04% 227
2014
Q2 		$81K Hold
1,300
– – 0.04% 223
2014
Q1 		$78K Hold
1,300
– – 0.04% 225
2013
Q4 		$70K Hold
1,300
– – 0.03% 230
2013
Q3 		$81K Hold
1,300
– – 0.04% 211
2013
Q2 		$87K Buy
+1,300
New +$87K 0.05% 203