Laird Norton Wetherby Wealth 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 | $1.25M | Buy |
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|
2024
Q4 | $843K | Sell |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $847K | Sell |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $656K | Sell |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $365K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $945K | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $913K | Buy |
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|
2019
Q1 | $852K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $332K | Sell |
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|
2017
Q3 | $394K | Buy |
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|
2017
Q2 | $401K | Buy |
|
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|
2017
Q1 | $303K | Buy |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $323K | Buy |
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|
2016
Q2 | $321K | Buy |
|
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|
2016
Q1 | $278K | Buy |
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|
2015
Q4 | $242K | Buy |
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|
2015
Q3 | $221K | Buy |
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|
2015
Q2 | – | Sell |
|
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|
2015
Q1 | $208K | Buy |
|
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $205K | Buy |
|