Hutchens & Kramer Investment Management Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $611K | Sell |
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|
2025
Q3 | $614K | Buy |
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|
2025
Q2 | $504K | Sell |
|
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $446K | Sell |
|
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $280K | Buy |
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