Lumbard & Kellner’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 | $979K | Hold |
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|
2025
Q2 | $845K | Hold |
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|
2025
Q1 | $842K | Hold |
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|
2024
Q4 | $693K | Hold |
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|
2024
Q3 | $704K | Hold |
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|
2024
Q2 | $573K | Hold |
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|
2024
Q1 | $514K | Hold |
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|
2023
Q4 | $496K | Hold |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $445K | Hold |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $947K | Buy |
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|
2021
Q4 | $843K | Buy |
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|
2021
Q3 | $806K | Hold |
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|
2021
Q2 | $813K | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $621K | Buy |
|