Newbridge Financial Services 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
Q2 | $47.2K | Buy |
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|
2025
Q1 | $33.7K | Sell |
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|
2024
Q4 | $40.7K | Hold |
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|
2024
Q3 | $41.4K | Sell |
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|
2024
Q2 | $35.8K | Hold |
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|
2024
Q1 | $32K | Sell |
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|
2023
Q4 | $54.4K | Buy |
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|
2023
Q3 | $49.3K | Hold |
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|
2023
Q2 | $48.7K | Buy |
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|
2023
Q1 | $21K | Sell |
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|
2022
Q4 | $20.3K | Sell |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $33K | Buy |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $7K | Buy |
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