Liberty Mutual Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.64M | Sell |
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|
2024
Q2 | $9.09M | Buy |
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|
2024
Q1 | $7.88M | Buy |
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|
2023
Q4 | $5.75M | Buy |
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|
2023
Q3 | $4.51M | Sell |
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|
2023
Q2 | $7.28M | Buy |
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|
2023
Q1 | $4.5M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $6.27M | Buy |
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|
2022
Q1 | $7.21M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $956K | Hold |
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|
2018
Q2 | $932K | Buy |
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|
2018
Q1 | $800K | Hold |
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|
2017
Q4 | $938K | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $1.4M | Sell |
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|
2016
Q4 | $1.83M | Buy |
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|
2016
Q3 | $1.93M | Buy |
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|
2016
Q2 | $1.89M | Buy |
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|
2016
Q1 | $1.55M | Buy |
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|
2015
Q4 | $1.41M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.73M | Sell |
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|
2015
Q1 | $2.74M | Buy |
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|
2014
Q4 | $2.53M | Sell |
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|
2014
Q3 | $2.13M | Buy |
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|
2014
Q2 | $2.12M | Sell |
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|
2014
Q1 | $2.09M | Buy |
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|
2013
Q4 | $1.6M | Buy |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $912K | Buy |
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