JP Morgan Private Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.43M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.38M | Buy |
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|
2022
Q4 | $4.17M | Buy |
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|
2022
Q3 | $3.16M | Buy |
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|
2022
Q2 | $3.83M | Sell |
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|
2022
Q1 | $4.58M | Sell |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $3.82M | Buy |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $2.52M | Sell |
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|
2020
Q4 | $2.44M | Sell |
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|
2020
Q3 | $3.21M | Sell |
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|
2020
Q2 | $3.44M | Buy |
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|
2020
Q1 | $2.07M | Buy |
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|
2019
Q4 | $3.17M | Buy |
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|
2019
Q3 | $3.39M | Sell |
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|
2019
Q2 | $3.17M | Sell |
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|
2019
Q1 | $3.37M | Buy |
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|
2018
Q4 | $2.87M | Sell |
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|
2018
Q3 | $2.99M | Buy |
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|
2018
Q2 | $2.61M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $601K | Buy |
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|
2017
Q1 | $262K | Sell |
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|
2016
Q4 | $270K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $274K | Buy |
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|
2015
Q4 | $211K | Buy |
|