Independent Financial 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 | $2.52M | Buy |
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|
2025
Q4 | $2.14M | Buy |
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|
2025
Q3 | $1.69M | Sell |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $979K | Buy |
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|
2023
Q3 | $795K | Buy |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $266K | Buy |
|