Pettyjohn Wood & White’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 | $570K | Sell |
|
|||||
|
2025
Q2 | $513K | Sell |
|
|||||
|
2025
Q1 | $517K | Sell |
|
|||||
|
2024
Q4 | $434K | Sell |
|
|||||
|
2024
Q3 | $480K | Sell |
|
|||||
|
2024
Q2 | $397K | Sell |
|
|||||
|
2024
Q1 | $385K | Sell |
|
|||||
|
2023
Q4 | $379K | Sell |
|
|||||
|
2023
Q3 | $379K | Sell |
|
|||||
|
2023
Q2 | $382K | Sell |
|
|||||
|
2023
Q1 | $338K | Hold |
|
|||||
|
2022
Q4 | $309K | Hold |
|
|||||
|
2022
Q3 | $304K | Hold |
|
|||||
|
2022
Q2 | $389K | Hold |
|
|||||
|
2022
Q1 | $454K | Sell |
|
|||||
|
2021
Q4 | $424K | Sell |
|
|||||
|
2021
Q3 | $414K | Sell |
|
|||||
|
2021
Q2 | $437K | Sell |
|
|||||
|
2021
Q1 | $440K | Sell |
|
|||||
|
2020
Q4 | $447K | Sell |
|
|||||
|
2020
Q3 | $392K | Buy |
|
|||||
|
2020
Q2 | $363K | Sell |
|
|||||
|
2020
Q1 | $346K | Sell |
|
|||||
|
2019
Q4 | $629K | Sell |
|
|||||
|
2019
Q3 | $700K | Sell |
|
|||||
|
2019
Q2 | $642K | Hold |
|
|||||
|
2019
Q1 | $611K | Sell |
|
|||||
|
2018
Q4 | $551K | Hold |
|
|||||
|
2018
Q3 | $511K | Sell |
|
|||||
|
2018
Q2 | $520K | Sell |
|
|||||
|
2018
Q1 | $469K | Buy |
|
|||||
|
2017
Q4 | $508K | Buy |
|
|||||
|
2017
Q3 | $495K | Sell |
|
|||||
|
2017
Q2 | $535K | Sell |
|
|||||
|
2017
Q1 | $669K | Hold |
|
|||||
|
2016
Q4 | $632K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $761K | Buy |
|
|||||
|
2016
Q1 | $608K | Buy |
|
|||||
|
2015
Q4 | $577K | Buy |
|
|||||
|
2015
Q3 | $533K | Hold |
|
|||||
|
2015
Q2 | $517K | Sell |
|
|||||
|
2015
Q1 | $644K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $643K | Sell |
|
|||||
|
2013
Q3 | $786K | Sell |
|
|||||
|
2013
Q2 | $850K | Buy |
|