NFP Retirement Inc’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 | $1.57M | Hold |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $970K | Buy |
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|
2023
Q3 | $877K | Buy |
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|
2023
Q2 | $864K | Sell |
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|
2023
Q1 | $772K | Buy |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $630K | Sell |
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|
2022
Q2 | $915K | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $978K | Buy |
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|
2020
Q4 | $820K | Sell |
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|
2020
Q3 | $786K | Sell |
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|
2020
Q2 | $786K | Buy |
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|
2020
Q1 | $690K | Sell |
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|
2019
Q4 | $1.32M | Buy |
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