Madden 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
Q2 | $809K | Sell |
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|
2025
Q1 | $862K | Sell |
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|
2024
Q4 | $738K | Sell |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $678K | Hold |
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|
2024
Q1 | $608K | Sell |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $579K | Sell |
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|
2023
Q2 | $607K | Sell |
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|
2023
Q1 | $557K | Hold |
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|
2022
Q4 | $509K | Hold |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $755K | Sell |
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|
2021
Q4 | $675K | Sell |
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|
2021
Q3 | $650K | Sell |
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|
2021
Q2 | $674K | Sell |
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|
2021
Q1 | $595K | Sell |
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|
2020
Q4 | $544K | Sell |
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|
2020
Q3 | $464K | Sell |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $757K | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.52M | Sell |
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|
2019
Q2 | $1.71M | Sell |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.73M | Sell |
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|
2018
Q3 | $1.62M | Sell |
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|
2018
Q2 | $1.69M | Sell |
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|
2018
Q1 | $1.76M | Sell |
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|
2017
Q4 | $2.21M | Sell |
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|
2017
Q3 | $2.69M | Sell |
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|
2017
Q2 | $2.88M | Sell |
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|
2017
Q1 | $2.8M | Sell |
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|
2016
Q4 | $3.06M | Sell |
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|
2016
Q3 | $3.54M | Sell |
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|
2016
Q2 | $3.65M | Sell |
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|
2016
Q1 | $3.42M | Sell |
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|
2015
Q4 | $3.86M | Sell |
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|
2015
Q3 | $4.57M | Sell |
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|
2015
Q2 | $4.45M | Sell |
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|
2015
Q1 | $5.36M | Buy |
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|
2014
Q4 | $4.78M | Sell |
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|
2014
Q3 | $4.07M | Sell |
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|
2014
Q2 | $4.14M | Sell |
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|
2014
Q1 | $4.03M | Sell |
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|
2013
Q4 | $4.16M | Sell |
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|
2013
Q3 | $5.5M | Buy |
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|
2013
Q2 | $4.89M | Buy |
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