IFG Advisory’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 | $382K | Buy |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $312K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $355K | Buy |
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|
2020
Q1 | $297K | Buy |
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|
2019
Q4 | $437K | Sell |
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|
2019
Q3 | $501K | Sell |
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|
2019
Q2 | $486K | Sell |
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|
2019
Q1 | $474K | Buy |
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|
2018
Q4 | $385K | Buy |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $320K | Sell |
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|
2018
Q1 | $285K | Buy |
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|
2017
Q4 | $290K | Buy |
|