Kintegral Advisory’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 | $3.06M | Sell |
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2025
Q1 | $3.05M | Sell |
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2024
Q4 | $2.52M | Sell |
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2024
Q3 | $2.68M | Sell |
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2024
Q2 | $2.21M | Sell |
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2024
Q1 | $2.83M | Sell |
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2023
Q4 | $2.74M | Sell |
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2023
Q3 | $2.51M | Sell |
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2023
Q2 | $2.48M | Hold |
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2023
Q1 | $2.19M | Sell |
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2022
Q4 | $2.11M | Buy |
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2022
Q3 | $266K | Hold |
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2022
Q2 | $340K | Buy |
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2022
Q1 | $389K | Buy |
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2021
Q4 | $339K | Hold |
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2021
Q3 | $326K | Hold |
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2021
Q2 | $329K | Hold |
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2021
Q1 | $283K | Hold |
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2020
Q4 | $256K | Hold |
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2020
Q3 | $218K | Sell |
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2020
Q2 | $211K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $297K | Hold |
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2019
Q3 | $329K | Hold |
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2019
Q2 | $296K | Hold |
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2019
Q1 | $281K | Buy |
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