NewEdge Wealth’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 | $38.8M | Buy |
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|
2025
Q2 | $34M | Buy |
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|
2025
Q1 | $28.2M | Sell |
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|
2024
Q4 | $24.1M | Buy |
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|
2024
Q3 | $24.5M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $14.8M | Buy |
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|
2023
Q4 | $828K | Buy |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $640K | Sell |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $499K | Buy |
|