Holderness Investments Company’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 | $242K | Sell |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $228K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $492K | Buy |
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|
2019
Q3 | $528K | Buy |
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|
2019
Q2 | $454K | Hold |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $383K | Hold |
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|
2018
Q3 | $355K | Buy |
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|
2018
Q2 | $324K | Buy |
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $327K | Hold |
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|
2017
Q3 | $360K | Buy |
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|
2017
Q2 | $379K | Hold |
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|
2017
Q1 | $359K | Buy |
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