Jeppson 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 | $1.6M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.46M | Hold |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.23M | Sell |
|
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $900K | Sell |
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|
2023
Q4 | $870K | Sell |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $785K | Sell |
|
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|
2023
Q1 | $703K | Hold |
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|
2022
Q4 | $643K | Sell |
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|
2022
Q3 | $652K | Buy |
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|
2022
Q2 | $818K | Sell |
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|
2022
Q1 | $957K | Hold |
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|
2021
Q4 | $854K | Sell |
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|
2021
Q3 | $820K | Sell |
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|
2021
Q2 | $828K | Hold |
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|
2021
Q1 | $714K | Hold |
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|
2020
Q4 | $644K | Buy |
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|
2020
Q3 | $506K | Buy |
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