Johnson Investment Counsel’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 | $1.08M | Sell |
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|
2025
Q2 | $939K | Sell |
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|
2025
Q1 | $936K | Sell |
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|
2024
Q4 | $915K | Buy |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $370K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $242K | Sell |
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|
2018
Q2 | $479K | Sell |
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|
2018
Q1 | $430K | Buy |
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|
2017
Q4 | $500K | Buy |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | $580K | Sell |
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|
2017
Q1 | $580K | Buy |
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|
2016
Q4 | $538K | Buy |
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|
2016
Q3 | $567K | Hold |
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|
2016
Q2 | $577K | Sell |
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|
2016
Q1 | $527K | Buy |
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|
2015
Q4 | $510K | Hold |
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|
2015
Q3 | $505K | Sell |
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|
2015
Q2 | $504K | Sell |
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|
2015
Q1 | $617K | Buy |
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|
2014
Q4 | $572K | Sell |
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|
2014
Q3 | $505K | Sell |
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|
2014
Q2 | $526K | Buy |
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|
2014
Q1 | $456K | Sell |
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|
2013
Q4 | $433K | Sell |
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|
2013
Q3 | $519K | Sell |
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|
2013
Q2 | $665K | Buy |
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