Koshinski Asset Management’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 | $472K | Buy |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $336M | Buy |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $226 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $425K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $386K | Sell |
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|
2019
Q1 | $498 | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $362K | Buy |
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|
2018
Q2 | $226K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $212K | Buy |
|