Investment Partners’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 | $257K | Sell |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $246K | Buy |
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|
2024
Q4 | $202K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $515K | Sell |
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|
2016
Q1 | $551K | Buy |
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|
2015
Q4 | $414K | Buy |
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|
2015
Q3 | $413K | Buy |
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|
2015
Q2 | $390K | Buy |
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|
2015
Q1 | $455K | Buy |
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|
2014
Q4 | $451K | Buy |
|