Park Avenue Securities’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 | $3.27M | Buy |
|
|||||
|
2025
Q2 | $2.62M | Buy |
|
|||||
|
2025
Q1 | $2.61M | Buy |
|
|||||
|
2024
Q4 | $1.7M | Buy |
|
|||||
|
2024
Q3 | $1.44M | Sell |
|
|||||
|
2024
Q2 | $1.17M | Sell |
|
|||||
|
2024
Q1 | $1.14M | Buy |
|
|||||
|
2023
Q4 | $1.03M | Sell |
|
|||||
|
2023
Q3 | $1M | Buy |
|
|||||
|
2023
Q2 | $954K | Buy |
|
|||||
|
2023
Q1 | $811K | Buy |
|
|||||
|
2022
Q4 | $661K | Buy |
|
|||||
|
2022
Q3 | $601K | Buy |
|
|||||
|
2022
Q2 | $745K | Buy |
|
|||||
|
2022
Q1 | $747K | Buy |
|
|||||
|
2021
Q4 | $637K | Buy |
|
|||||
|
2021
Q3 | $489K | Buy |
|
|||||
|
2021
Q2 | $470K | Buy |
|
|||||
|
2021
Q1 | $271K | Buy |
|
|||||
|
2020
Q4 | $240K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $341K | Sell |
|
|||||
|
2019
Q4 | $1.49M | Buy |
|
|||||
|
2019
Q3 | $1.53M | Buy |
|
|||||
|
2019
Q2 | $1.36M | Sell |
|
|||||
|
2019
Q1 | $1.34M | Buy |
|
|||||
|
2018
Q4 | $1.17M | Buy |
|
|||||
|
2018
Q3 | $866K | Buy |
|
|||||
|
2018
Q2 | $765K | Buy |
|
|||||
|
2018
Q1 | $553K | Buy |
|
|||||
|
2017
Q4 | $625K | Buy |
|
|||||
|
2017
Q3 | $493K | Buy |
|
|||||
|
2017
Q2 | $308K | Sell |
|
|||||
|
2017
Q1 | $384K | Buy |
|
|||||
|
2016
Q4 | $242K | Buy |
|