LGT Group Foundation’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 | $9.86M | Sell |
|
|||||
|
2025
Q1 | $9.89M | Sell |
|
|||||
|
2024
Q4 | $10.4M | Sell |
|
|||||
|
2024
Q3 | $10.5M | Sell |
|
|||||
|
2024
Q2 | $9.38M | Sell |
|
|||||
|
2024
Q1 | $11.4M | Sell |
|
|||||
|
2023
Q4 | $12.7M | Sell |
|
|||||
|
2023
Q3 | $13.7M | Sell |
|
|||||
|
2023
Q2 | $13.6M | Buy |
|
|||||
|
2023
Q1 | $3.72M | Buy |
|
|||||
|
2022
Q4 | $490K | Buy |
|
|||||
|
2022
Q3 | $338K | Sell |
|
|||||
|
2022
Q2 | $10.4M | Sell |
|
|||||
|
2022
Q1 | $17.4M | Buy |
|
|||||
|
2021
Q4 | $14.3M | Buy |
|