Pinnacle Financial Partners (Tennessee)’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 | $236K | Buy |
|
|||||
|
2025
Q2 | $200K | Sell |
|
|||||
|
2025
Q1 | $229K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $10K | Sell |
|
|||||
|
2018
Q1 | $12K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $264K | Hold |
|
|||||
|
2016
Q2 | $264K | Sell |
|
|||||
|
2016
Q1 | $252K | Sell |
|
|||||
|
2015
Q4 | $257K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $239K | Sell |
|
|||||
|
2015
Q1 | $288K | Buy |
|
|||||
|
2014
Q4 | $266K | Sell |
|
|||||
|
2014
Q3 | $235K | Sell |
|
|||||
|
2014
Q2 | $250K | Hold |
|
|||||
|
2014
Q1 | $238K | Sell |
|
|||||
|
2013
Q4 | $233K | Sell |
|
|||||
|
2013
Q3 | $288K | Buy |
|
|||||
|
2013
Q2 | $276K | Buy |
|