Montag & Associates’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 | $3.03K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7.44K | Hold |
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|
2023
Q1 | $6.6K | Hold |
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|
2022
Q4 | $6.03K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Sell |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $54K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $275K | Hold |
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|
2017
Q4 | $322K | Buy |
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|
2017
Q3 | $351K | Hold |
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|
2017
Q2 | $374K | Hold |
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|
2017
Q1 | $354K | Hold |
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|
2016
Q4 | $335K | Sell |
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|
2016
Q3 | $383K | Hold |
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|
2016
Q2 | $390K | Sell |
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|
2016
Q1 | $371K | Buy |
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|
2015
Q4 | $340K | Sell |
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|
2015
Q3 | $370K | Buy |
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|
2015
Q2 | $345K | Hold |
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|
2015
Q1 | $406K | Hold |
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|
2014
Q4 | $397K | Buy |
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