Investment Advisory Group’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 | $752K | Buy |
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|
2025
Q1 | $749K | Hold |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | $615K | Sell |
|
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|
2024
Q2 | $505K | Hold |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $447K | Hold |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $404K | Hold |
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|
2022
Q1 | $474K | Buy |
|