Orion Portfolio Solutions’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 | $3.25M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $904K | Buy |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $112K | Buy |
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|
2020
Q1 | $88K | Sell |
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|
2019
Q4 | $356K | Buy |
|