Nations Financial Group’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 | $3.76M | Buy |
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|
2025
Q2 | $2.86M | Buy |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $629K | Sell |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $212K | Buy |
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