HBK Sorce Advisory’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 | $580K | Buy |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $391K | Buy |
|
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $214K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $601K | Buy |
|