Nicola Wealth Management’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 | $3.17M | Buy |
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|
2025
Q1 | $2.99M | Buy |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $3.43M | Sell |
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|
2024
Q2 | $3.42M | Buy |
|
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $3.42M | Buy |
|
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $3.01M | Buy |
|