Marcum Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $425K | Buy |
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|
2020
Q4 | $223K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Buy |
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