Liberty Wealth 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
Q2 | $244K | Buy |
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|
2025
Q1 | $243K | Hold |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | $203K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $153K | Buy |
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|
2021
Q2 | $151K | Buy |
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|
2021
Q1 | $113K | Hold |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $100K | Sell |
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|
2020
Q2 | $94K | Sell |
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|
2020
Q1 | $103K | Sell |
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|
2019
Q4 | $190K | Buy |
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|
2019
Q3 | $198K | Buy |
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|
2019
Q2 | $177K | Buy |
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|
2019
Q1 | $167K | Buy |
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|
2018
Q4 | $146K | Buy |
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