Oliver Lagore Vanvalin Investment Group’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 | $23.9K | Buy |
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|
2024
Q4 | $18.4K | Buy |
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|
2024
Q3 | $14.7K | Hold |
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|
2024
Q2 | $12K | Hold |
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|
2024
Q1 | $10.7K | Sell |
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|
2023
Q4 | $22.8K | Buy |
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|
2023
Q3 | $20.6K | Buy |
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|
2023
Q2 | $20.3K | Buy |
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|
2023
Q1 | $17.9K | Sell |
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|
2022
Q4 | $38.4K | Buy |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $51K | Buy |
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