Hendershot Investments’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 | $578K | Hold |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $519K | Hold |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $537K | Hold |
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|
2023
Q4 | $518K | Hold |
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|
2023
Q3 | $470K | Sell |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $474K | Buy |
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|
2022
Q3 | $463K | Hold |
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|
2022
Q2 | $593K | Hold |
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|
2022
Q1 | $692K | Hold |
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|
2021
Q4 | $618K | Buy |
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