Lederer & Associates Investment Counsel’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 | $846K | Buy |
|
|||||
|
2025
Q2 | $722K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $349K | Sell |
|
|||||
|
2019
Q3 | $396K | Sell |
|
|||||
|
2019
Q2 | $359K | Sell |
|
|||||
|
2019
Q1 | $345K | Sell |
|
|||||
|
2018
Q4 | $325K | Sell |
|
|||||
|
2018
Q3 | $304K | Hold |
|
|||||
|
2018
Q2 | $296K | Sell |
|
|||||
|
2018
Q1 | $306K | Buy |
|
|||||
|
2017
Q4 | $343K | Buy |
|
|||||
|
2017
Q3 | $347K | Hold |
|
|||||
|
2017
Q2 | $369K | Sell |
|
|||||
|
2017
Q1 | $372K | Buy |
|
|||||
|
2016
Q4 | $310K | Buy |
|