Leavell Investment 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
Q3 | $285K | Hold |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $218K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $219K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $204K | Sell |
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|
2017
Q4 | $268K | Sell |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $332K | Sell |
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|
2017
Q1 | $323K | Buy |
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|
2016
Q4 | $297K | Hold |
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|
2016
Q3 | $331K | Hold |
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|
2016
Q2 | $338K | Sell |
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|
2016
Q1 | $312K | Sell |
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|
2015
Q4 | $308K | Buy |
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|
2015
Q3 | $280K | Buy |
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|
2015
Q2 | $255K | Buy |
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|
2015
Q1 | $293K | Buy |
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|
2014
Q4 | $272K | Hold |
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|
2014
Q3 | $224K | Hold |
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|
2014
Q2 | $225K | Buy |
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|
2014
Q1 | $202K | Buy |
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