NewEdge Advisors’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 | $2.75M | Buy |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $822K | Sell |
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|
2023
Q4 | $934K | Buy |
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|
2023
Q3 | $691K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $673K | Buy |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $611K | Buy |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $311K | Sell |
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|
2019
Q4 | $721K | Sell |
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|
2019
Q3 | $876K | Buy |
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|
2019
Q2 | $623K | Buy |
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|
2019
Q1 | $487K | Buy |
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|
2018
Q4 | $434 | Sell |
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|
2018
Q3 | $495K | Sell |
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|
2018
Q2 | $496 | Sell |
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|
2018
Q1 | $574K | Sell |
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|
2017
Q4 | $1.47M | Sell |
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|
2017
Q3 | $1.81M | Sell |
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|
2017
Q2 | $1.96M | Buy |
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|
2017
Q1 | $1.84M | Buy |
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|
2016
Q4 | $1.46M | Sell |
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|
2016
Q3 | $1.88M | Buy |
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|
2016
Q2 | $1.13M | Buy |
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