Parallel Advisors’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 | $1.16M | Buy |
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|
2025
Q2 | $926K | Buy |
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|
2025
Q1 | $834K | Buy |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $167K | Buy |
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|
2023
Q1 | $122K | Buy |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $124K | Sell |
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|
2022
Q2 | $163K | Sell |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q4 | $167K | Sell |
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|
2021
Q3 | $168K | Buy |
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|
2021
Q2 | $135K | Buy |
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|
2021
Q1 | $89K | Buy |
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|
2020
Q4 | $74K | Sell |
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|
2020
Q3 | $74K | Sell |
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|
2020
Q2 | $70K | Sell |
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|
2020
Q1 | $67K | Sell |
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|
2019
Q4 | $190K | Sell |
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|
2019
Q3 | $213K | Buy |
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|
2019
Q2 | $154K | Sell |
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|
2019
Q1 | $156K | Buy |
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|
2018
Q4 | $86K | Hold |
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|
2018
Q3 | $80K | Buy |
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|
2018
Q2 | $78K | Buy |
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|
2018
Q1 | $44K | Sell |
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|
2017
Q4 | $61K | Sell |
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|
2017
Q3 | $65K | Buy |
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|
2017
Q2 | $70K | Sell |
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|
2017
Q1 | $70K | Buy |
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|
2016
Q4 | $45K | Buy |
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