Matthew Hamilton Rosenberg’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 | $97.3K | Sell |
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|
2025
Q1 | $135K | Hold |
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|
2024
Q4 | $111K | Hold |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $84K | Sell |
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|
2024
Q1 | $81.2K | Hold |
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|
2023
Q4 | $79.6K | Sell |
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|
2023
Q3 | $75.5K | Buy |
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|
2023
Q2 | $73.5K | Sell |
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|
2023
Q1 | $72.3K | Hold |
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|
2022
Q4 | $66.1K | Hold |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $84K | Buy |
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|
2022
Q1 | $92K | Hold |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $17K | Sell |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $16K | Buy |
|