Pflug Koory’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 | $390K | Hold |
|
|||||
|
2025
Q2 | $337K | Hold |
|
|||||
|
2025
Q1 | $336K | Sell |
|
|||||
|
2024
Q4 | $279K | Hold |
|
|||||
|
2024
Q3 | $284K | Buy |
|
|||||
|
2024
Q1 | $207K | Hold |
|
|||||
|
2023
Q4 | $200K | Hold |
|
|||||
|
2023
Q3 | $181K | Hold |
|
|||||
|
2023
Q2 | $179K | Hold |
|
|||||
|
2023
Q1 | $159K | Hold |
|
|||||
|
2022
Q4 | $145K | Hold |
|
|||||
|
2022
Q3 | $142K | Hold |
|
|||||
|
2022
Q2 | $182K | Hold |
|
|||||
|
2022
Q1 | $213K | Hold |
|
|||||
|
2021
Q4 | $190K | Hold |
|
|||||
|
2021
Q3 | $183K | Hold |
|
|||||
|
2021
Q2 | $184K | Hold |
|
|||||
|
2021
Q1 | $159K | Buy |
|
|||||
|
2020
Q4 | $81K | Hold |
|
|||||
|
2020
Q3 | $69K | Hold |
|
|||||
|
2020
Q2 | $65K | Hold |
|
|||||
|
2020
Q1 | $57K | Hold |
|
|||||
|
2019
Q4 | $102K | Hold |
|
|||||
|
2019
Q3 | $113K | Hold |
|
|||||
|
2019
Q2 | $102K | Hold |
|
|||||
|
2019
Q1 | $97K | Hold |
|
|||||
|
2018
Q4 | $87K | Hold |
|
|||||
|
2018
Q3 | $80K | Hold |
|
|||||
|
2018
Q2 | $78K | Buy |
|