HF Advisory Group’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 | $657K | Sell |
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|
2025
Q2 | $571K | Sell |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $656K | Sell |
|
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|
2024
Q2 | $573K | Buy |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $311K | Buy |
|