Obermeyer Wealth Partners’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 | $582K | Sell |
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|
2025
Q2 | $511K | Buy |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $562K | Hold |
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|
2024
Q3 | $571K | Hold |
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|
2024
Q2 | $465K | Hold |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $385K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $451K | Buy |
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