Perkins Coie Trust Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Hold |
100
| – | – | ﹤0.01% | 234 |
|
|
2025
Q1 | $15.3K | Buy |
+100
| New | +$15.3K | ﹤0.01% | 236 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$654 | – | 585 |
|
|
2023
Q3 | $654 | Buy |
+8
| New | +$654 | ﹤0.01% | 489 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$25K | – | 296 |
|
|
2021
Q2 | $25K | Buy |
+300
| New | +$25K | 0.01% | 186 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 433 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 447 |
|