Level Four Advisory Services’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 | $1.15M | Sell |
|
|||||
|
2025
Q2 | $1.01M | Sell |
|
|||||
|
2025
Q1 | $1.01M | Buy |
|
|||||
|
2024
Q4 | $821K | Buy |
|
|||||
|
2024
Q3 | $871K | Sell |
|
|||||
|
2024
Q2 | $674K | Sell |
|
|||||
|
2024
Q1 | $756K | Hold |
|
|||||
|
2023
Q4 | $756K | Buy |
|
|||||
|
2023
Q3 | $626K | Sell |
|
|||||
|
2023
Q2 | $692K | Buy |
|
|||||
|
2023
Q1 | $580K | Buy |
|
|||||
|
2022
Q4 | $392K | Buy |
|
|||||
|
2022
Q3 | $347K | Sell |
|
|||||
|
2022
Q2 | $462K | Buy |
|
|||||
|
2022
Q1 | $521K | Sell |
|
|||||
|
2021
Q4 | $474K | Sell |
|
|||||
|
2021
Q3 | $485K | Buy |
|
|||||
|
2021
Q2 | $419K | Sell |
|
|||||
|
2021
Q1 | $366K | Buy |
|
|||||
|
2020
Q4 | $327K | Sell |
|
|||||
|
2020
Q3 | $282K | Sell |
|
|||||
|
2020
Q2 | $273K | Sell |
|
|||||
|
2020
Q1 | $335K | Sell |
|
|||||
|
2019
Q4 | $753K | Buy |
|
|||||
|
2019
Q3 | $826K | Sell |
|
|||||
|
2019
Q2 | $797K | Buy |
|
|||||
|
2019
Q1 | $703K | Buy |
|
|||||
|
2018
Q4 | $425K | Buy |
|
|||||
|
2018
Q3 | $380K | Sell |
|
|||||
|
2018
Q2 | $389K | Sell |
|
|||||
|
2018
Q1 | $565K | Sell |
|
|||||
|
2017
Q4 | $680K | Sell |
|
|||||
|
2017
Q3 | $997K | Sell |
|
|||||
|
2017
Q2 | $1.03M | Hold |
|
|||||
|
2017
Q1 | $1.03M | Sell |
|
|||||
|
2016
Q4 | $1.11M | Buy |
|