Paradigm Asset 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
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.66M | Hold |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $97K | Hold |
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|
2023
Q4 | $93.6K | Hold |
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|
2023
Q3 | $85K | Hold |
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|
2023
Q2 | $84K | Hold |
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|
2023
Q1 | $74.4K | Sell |
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|
2022
Q4 | $71.3K | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.37M | Hold |
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|
2022
Q1 | $1.59M | Hold |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.09M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3.25M | Buy |
|