Old North State 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
Q1 | – | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $2.2M | Buy |
|
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $868K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $895K | Buy |
|