Perigon Wealth 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
Q3 | $1.1M | Buy |
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|
2025
Q2 | $757K | Buy |
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|
2025
Q1 | $611K | Buy |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $69K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $16K | Sell |
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|
2017
Q4 | $72K | Buy |
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|
2017
Q3 | $21K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $86K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $618K | Sell |
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|
2014
Q3 | $743K | Buy |
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|
2014
Q2 | $746K | Buy |
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