Investment Advisory Services’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 | $246K | Sell |
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|
2025
Q2 | $243K | Hold |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $389K | Buy |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $335K | Hold |
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|
2022
Q2 | $429K | Sell |
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|
2022
Q1 | $556K | Hold |
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|
2021
Q4 | $496K | Buy |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $486K | Buy |
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|
2020
Q4 | $732K | Hold |
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|
2020
Q3 | $624K | Sell |
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|
2020
Q2 | $601K | Sell |
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|
2020
Q1 | $648K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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