HighPoint Advisor 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
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $867K | Buy |
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|
2023
Q4 | $782K | Buy |
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|
2022
Q2 | $989K | Buy |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $481K | Sell |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $636K | Buy |
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|
2019
Q3 | $474K | Sell |
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|
2019
Q2 | $480K | Sell |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $451K | Sell |
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|
2018
Q2 | $1.52M | Sell |
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|
2018
Q1 | $1.51M | Buy |
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|
2017
Q4 | $406K | Buy |
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|
2017
Q3 | $481K | Sell |
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|
2017
Q2 | $1.05M | Hold |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $512K | Sell |
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|
2016
Q3 | $465K | Buy |
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|
2016
Q2 | $529K | Buy |
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|
2016
Q1 | $381K | Buy |
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|
2015
Q4 | $314K | Buy |
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|
2015
Q3 | $277K | Buy |
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