Legacy Advisors’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 | – | Sell |
|
|||||
|
2025
Q1 | $283K | Buy |
|
|||||
|
2024
Q4 | $216K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $16K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $14K | Hold |
|
|||||
|
2018
Q1 | $12K | Hold |
|
|||||
|
2017
Q4 | $14K | Sell |
|
|||||
|
2017
Q3 | $25K | Buy |
|
|||||
|
2017
Q2 | $17K | Hold |
|
|||||
|
2017
Q1 | $16K | Hold |
|
|||||
|
2016
Q4 | $15K | Buy |
|