Key Financial Inc’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 | $221K | Hold |
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|
2025
Q2 | $189K | Hold |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $155K | Hold |
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|
2024
Q3 | $158K | Buy |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $115K | Hold |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $99.2K | Buy |
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|
2023
Q1 | $83.7K | Hold |
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|
2022
Q4 | $75.1K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $97K | Sell |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $106K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $107K | Buy |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Buy |
|