Prime Capital Investment Advisors’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 | $1.03M | Buy |
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|
2025
Q2 | $829K | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $594K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $19K | Buy |
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|
2020
Q3 | $5K | Sell |
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|
2020
Q2 | $13K | Sell |
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|
2020
Q1 | $12K | Buy |
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