OneDigital Investment Advisors’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 | $1.98M | Sell |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $970K | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $957K | Sell |
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|
2023
Q1 | $853K | Buy |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $595K | Buy |
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|
2022
Q2 | $761K | Sell |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $759K | Buy |
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|
2021
Q3 | $704K | Buy |
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|
2021
Q2 | $710K | Sell |
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|
2021
Q1 | $613K | Sell |
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|
2020
Q4 | $555K | Sell |
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|
2020
Q3 | $506K | Sell |
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|
2020
Q2 | $500K | Sell |
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|
2020
Q1 | $452K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $34K | Buy |
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