Keystone Financial Group (Kentucky)’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 | $447K | Hold |
|
|||||
|
2025
Q2 | $447K | Sell |
|
|||||
|
2025
Q1 | $446K | Buy |
|
|||||
|
2024
Q4 | $367K | Hold |
|
|||||
|
2024
Q3 | $373K | Hold |
|
|||||
|
2024
Q2 | $303K | Sell |
|
|||||
|
2024
Q1 | $275K | Buy |
|
|||||
|
2023
Q4 | $242K | Hold |
|
|||||
|
2023
Q3 | $220K | Hold |
|
|||||
|
2023
Q2 | $217K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $244K | Hold |
|
|||||
|
2022
Q1 | $285K | Hold |
|
|||||
|
2021
Q4 | $254K | Hold |
|
|||||
|
2021
Q3 | $244K | Buy |
|
|||||
|
2021
Q2 | $233K | Sell |
|
|||||
|
2021
Q1 | $218K | Sell |
|
|||||
|
2020
Q4 | $220K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $282K | Hold |
|
|||||
|
2019
Q3 | $313K | Buy |
|
|||||
|
2019
Q2 | $270K | Buy |
|
|||||
|
2019
Q1 | $252K | Buy |
|