Integrated Advisors Network’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 | $755K | Buy |
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|
2025
Q1 | $742K | Buy |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | $603K | Sell |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $251K | Buy |
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