Jackson Wealth Management’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 | – | Sell |
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|
2025
Q2 | $490K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.32M | Sell |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $1.96M | Buy |
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|
2018
Q4 | $1.68M | Sell |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.51M | Buy |
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|
2018
Q1 | $1.29M | Sell |
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|
2017
Q4 | $1.62M | Buy |
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|
2017
Q3 | $1.79M | Buy |
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|
2017
Q2 | $1.81M | Buy |
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|
2017
Q1 | $1.68M | Buy |
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|
2016
Q4 | $1.49M | Sell |
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|
2016
Q3 | $1.57M | Buy |
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|
2016
Q2 | $1.64M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.54M | Sell |
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|
2015
Q2 | $1.59M | Sell |
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|
2015
Q1 | $1.96M | Sell |
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|
2014
Q4 | $2.03M | Buy |
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