Optimum 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
Q2 | – | Sell |
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|
2025
Q1 | $32.5K | Hold |
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|
2024
Q4 | $26.7K | Hold |
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|
2024
Q3 | $27.2K | Sell |
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|
2024
Q2 | $95.1K | Buy |
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|
2024
Q1 | $85.1K | Buy |
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|
2023
Q4 | $82K | Buy |
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|
2023
Q3 | $74.4K | Buy |
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|
2023
Q2 | $73.3K | Buy |
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|
2023
Q1 | $64.9K | Sell |
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|
2022
Q4 | $92K | Buy |
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|
2022
Q3 | $90K | Sell |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $120K | Hold |
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|
2021
Q3 | $115K | Sell |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $118K | Buy |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $99K | Sell |
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|
2020
Q1 | $131K | Hold |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $260K | Buy |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $187K | Sell |
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|
2018
Q3 | $209K | Buy |
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|
2018
Q2 | $188K | Sell |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $213K | Hold |
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|
2017
Q3 | $235K | Sell |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $258K | Buy |
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|
2016
Q4 | $237K | Hold |
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|
2016
Q3 | $265K | Buy |
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|
2016
Q2 | $238K | Buy |
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|
2015
Q1 | $60K | Hold |
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|
2014
Q4 | $59K | Sell |
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|
2014
Q3 | $58K | Sell |
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|
2014
Q2 | $115K | Hold |
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|
2014
Q1 | $109K | Sell |
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|
2013
Q4 | $107K | Buy |
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|
2013
Q3 | $105K | Buy |
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