Pacific Sun Financial’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 | $1.09M | Hold |
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|
2025
Q2 | $944K | Hold |
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|
2025
Q1 | $940K | Hold |
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|
2024
Q4 | $774K | Hold |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $644K | Hold |
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|
2023
Q4 | $621K | Sell |
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|
2023
Q3 | $571K | Sell |
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|
2023
Q2 | $519K | Buy |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $588K | Sell |
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|
2022
Q2 | $757K | Sell |
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|
2022
Q1 | $893K | Buy |
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|
2021
Q4 | $794K | Sell |
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|
2021
Q3 | $808K | Buy |
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|
2020
Q3 | $676K | Sell |
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|
2020
Q2 | $706K | Sell |
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|
2020
Q1 | $637K | Buy |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.1M | Buy |
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|
2018
Q2 | $954K | Sell |
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|
2018
Q1 | $968K | Buy |
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