Phocas Financial Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $207K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $27.9K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $724K | Sell |
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|
2020
Q2 | $701K | Buy |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $1.6M | Sell |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.54M | Sell |
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|
2018
Q4 | $1.79M | Sell |
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|
2018
Q3 | $1.69M | Buy |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.41M | Sell |
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|
2017
Q4 | $1.68M | Sell |
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|
2017
Q3 | $2K | Buy |
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|
2017
Q2 | $789K | Buy |
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|
2017
Q1 | $722K | Sell |
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|
2016
Q4 | $730K | Buy |
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|
2016
Q3 | $811K | Buy |
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|
2016
Q2 | $726K | Sell |
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|
2016
Q1 | $661K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $613K | Sell |
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|
2015
Q1 | $725K | Buy |
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