Pinnacle Associates’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 | $9.37M | Sell |
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|
2025
Q2 | $8.21M | Sell |
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|
2025
Q1 | $8.5M | Sell |
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|
2024
Q4 | $7.08M | Sell |
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|
2024
Q3 | $5.55M | Buy |
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|
2024
Q2 | $6.28M | Sell |
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|
2024
Q1 | $5.7M | Sell |
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|
2023
Q4 | $5.55M | Buy |
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|
2023
Q3 | $4.98M | Sell |
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|
2023
Q2 | $4.95M | Sell |
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|
2023
Q1 | $4.59M | Sell |
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|
2022
Q4 | $4.45M | Sell |
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|
2022
Q3 | $5.04M | Sell |
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|
2022
Q2 | $6.89M | Buy |
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|
2022
Q1 | $7.7M | Buy |
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|
2021
Q4 | $6.81M | Buy |
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