Jones Financial Companies’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
|
|||||
|
2025
Q1 | $12.5M | Buy |
|
|||||
|
2024
Q4 | $7.69M | Buy |
|
|||||
|
2024
Q3 | $5.33M | Buy |
|
|||||
|
2024
Q2 | $2.29M | Buy |
|
|||||
|
2024
Q1 | $762K | Buy |
|
|||||
|
2023
Q4 | $510K | Buy |
|
|||||
|
2023
Q3 | $456K | Buy |
|
|||||
|
2023
Q2 | $430K | Sell |
|
|||||
|
2023
Q1 | $387K | Sell |
|
|||||
|
2022
Q4 | $379K | Buy |
|
|||||
|
2022
Q3 | $358K | Sell |
|
|||||
|
2022
Q2 | $504K | Sell |
|
|||||
|
2022
Q1 | $620K | Sell |
|
|||||
|
2021
Q4 | $568K | Buy |
|
|||||
|
2021
Q3 | $491K | Buy |
|
|||||
|
2021
Q2 | $445K | Buy |
|
|||||
|
2021
Q1 | $354K | Sell |
|
|||||
|
2020
Q4 | $413K | Sell |
|
|||||
|
2020
Q3 | $423K | Sell |
|
|||||
|
2020
Q2 | $605K | Sell |
|
|||||
|
2020
Q1 | $1.43M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $212K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $299K | Buy |
|
|||||
|
2017
Q3 | $319K | Buy |
|
|||||
|
2017
Q2 | $333K | Sell |
|
|||||
|
2017
Q1 | $374K | Buy |
|
|||||
|
2016
Q4 | $322K | Sell |
|
|||||
|
2016
Q3 | $526K | Sell |
|
|||||
|
2016
Q2 | $590K | Sell |
|
|||||
|
2016
Q1 | $723K | Sell |
|
|||||
|
2015
Q4 | $786K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $720K | Sell |
|
|||||
|
2015
Q1 | $859K | Sell |
|
|||||
|
2014
Q4 | $1.04M | Sell |
|
|||||
|
2014
Q3 | $878K | Buy |
|
|||||
|
2014
Q2 | $804K | Buy |
|
|||||
|
2014
Q1 | $672K | Buy |
|
|||||
|
2013
Q4 | $584K | Sell |
|
|||||
|
2013
Q3 | $900K | Buy |
|
|||||
|
2013
Q2 | $878K | Buy |
|