Integrated Wealth Concepts’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 | $1.71M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $798K | Buy |
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|
2024
Q3 | $763K | Sell |
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|
2024
Q2 | $688K | Buy |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $716K | Sell |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $811K | Sell |
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|
2023
Q1 | $972K | Buy |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $432K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $250K | Buy |
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