Orion Capital 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
Q3 | $120K | Sell |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | $198K | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $509K | Hold |
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|
2021
Q4 | $454K | Hold |
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $342K | Buy |
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