Legacy Wealth Asset 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 | $970K | Buy |
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|
2025
Q2 | $734K | Sell |
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|
2025
Q1 | $744K | Sell |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $634K | Buy |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $221K | Buy |
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