IFP Advisors’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 | $613K | Sell |
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|
2025
Q2 | $561K | Buy |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $180K | Buy |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $98.8K | Sell |
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|
2024
Q1 | $96K | Buy |
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|
2023
Q4 | $84.3K | Sell |
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|
2023
Q3 | $86.8K | Sell |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $142K | Sell |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $444K | Sell |
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|
2021
Q2 | $479K | Sell |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $349K | Sell |
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|
2019
Q4 | $607K | Buy |
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|
2019
Q3 | $417K | Buy |
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|
2019
Q1 | $280K | Sell |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $2.07M | Sell |
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|
2018
Q2 | $2.16M | Sell |
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|
2018
Q1 | $3.02M | Hold |
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|
2017
Q4 | $3.02M | Sell |
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|
2017
Q3 | $5.72M | Sell |
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|
2017
Q2 | $6.19M | Buy |
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|
2017
Q1 | $5.75M | Buy |
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|
2016
Q4 | $5.29M | Buy |
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|
2016
Q3 | $5.82M | Buy |
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|
2016
Q2 | $5.88M | Buy |
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|
2016
Q1 | $280K | Sell |
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|
2015
Q4 | $4M | Buy |
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