Martingale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $498K | Buy |
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|
2017
Q3 | $549K | Buy |
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|
2017
Q2 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $864K | Sell |
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|
2016
Q3 | $967K | Buy |
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|
2016
Q2 | $215K | Sell |
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|
2016
Q1 | $550K | Buy |
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|
2015
Q4 | $376K | Sell |
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|
2015
Q3 | $1.75M | Sell |
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|
2015
Q2 | $8.23M | Sell |
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|
2015
Q1 | $9.84M | Buy |
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|
2014
Q4 | $6.71M | Buy |
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|
2014
Q3 | $5.41M | Buy |
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|
2014
Q2 | $1.05M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.01M | Hold |
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|
2013
Q3 | $1.18M | Sell |
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|
2013
Q2 | $1.3M | Buy |
|