Joel Isaacson & Co’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 | $783K | Hold |
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|
2025
Q2 | $676K | Hold |
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|
2025
Q1 | $674K | Hold |
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|
2024
Q4 | $554K | Hold |
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|
2024
Q3 | $563K | Hold |
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|
2024
Q2 | $458K | Hold |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $362K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.04M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $18K | Buy |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $10K | Sell |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | $23K | Buy |
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|
2015
Q1 | $4K | Buy |
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