KMG Fiduciary Partners’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 | $6.35M | Sell |
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|
2025
Q2 | $5.52M | Sell |
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|
2025
Q1 | $5.54M | Sell |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $4.65M | Sell |
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|
2024
Q2 | $3.82M | Sell |
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|
2024
Q1 | $3.43M | Sell |
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|
2023
Q4 | $3.35M | Sell |
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|
2023
Q3 | $3.05M | Sell |
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|
2023
Q2 | $3.08M | Sell |
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|
2023
Q1 | $2.84M | Sell |
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $5.26M | Sell |
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|
2021
Q4 | $4.97M | Sell |
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|
2021
Q3 | $4.96M | Sell |
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|
2021
Q2 | $5.35M | Buy |
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|
2021
Q1 | $4.59M | Sell |
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|
2020
Q4 | $4.1M | Sell |
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|
2020
Q3 | $3.8M | Sell |
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|
2020
Q2 | $3.92M | Sell |
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|
2020
Q1 | $3.59M | Sell |
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|
2019
Q4 | $6.63M | Buy |
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|
2019
Q3 | $7.17M | Buy |
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|
2019
Q2 | $6.37M | Buy |
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|
2019
Q1 | $5.98M | Buy |
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|
2018
Q4 | $5.13M | Buy |
|