Legacy Financial 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 |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $2K | Buy |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $13K | Buy |
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