Princeton Global Asset Management’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 | $178K | Sell |
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|
2025
Q2 | $155K | Buy |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $104K | Hold |
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|
2024
Q3 | $106K | Buy |
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|
2024
Q2 | $36.5K | Hold |
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|
2024
Q1 | $32.7K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.03K | Hold |
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|
2023
Q2 | $2.99K | Hold |
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|
2023
Q1 | $2.65K | Hold |
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|
2022
Q4 | $2K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $17 | Buy |
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