Oxford Financial 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
Q3 | $249K | Buy |
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|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $619K | Sell |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $594K | Sell |
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|
2022
Q2 | $763K | Buy |
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|
2022
Q1 | $888K | Sell |
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|
2021
Q4 | $1.68M | Hold |
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|
2021
Q3 | $1.61M | Hold |
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|
2021
Q2 | $1.62M | Hold |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.27M | Hold |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $643K | Buy |
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