Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.53M | Buy |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.44M | Sell |
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|
2022
Q4 | $3.5M | Sell |
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|
2022
Q3 | $3.56M | Sell |
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|
2022
Q2 | $4.73M | Buy |
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|
2022
Q1 | $5.52M | Buy |
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|
2021
Q4 | $4.84M | Buy |
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|
2021
Q3 | $4.64M | Sell |
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|
2021
Q2 | $4.83M | Sell |
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|
2021
Q1 | $4.26M | Sell |
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|
2020
Q4 | $4.32M | Sell |
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|
2020
Q3 | $3.71M | Buy |
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|
2020
Q2 | $3.15M | Buy |
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|
2020
Q1 | $2.7M | Buy |
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|
2019
Q4 | $4.19M | Buy |
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|
2019
Q3 | $4.27M | Sell |
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|
2019
Q2 | $4.81M | Buy |
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|
2019
Q1 | $4.31M | Buy |
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|
2018
Q4 | $3.73M | Sell |
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|
2018
Q3 | $3.52M | Sell |
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|
2018
Q2 | $3.46M | Buy |
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|
2018
Q1 | $2.48M | Sell |
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|
2017
Q4 | $3.27M | Buy |
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|
2017
Q3 | $3.43M | Buy |
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|
2017
Q2 | $3.58M | Sell |
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|
2017
Q1 | $3.4M | Buy |
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|
2016
Q4 | $3.1M | Sell |
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|
2016
Q3 | $3.63M | Sell |
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|
2016
Q2 | $3.86M | Sell |
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|
2016
Q1 | $4.88M | Buy |
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|
2015
Q4 | $4.63M | Buy |
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|
2015
Q3 | $4.27M | Buy |
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|
2015
Q2 | $3.71M | Buy |
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|
2015
Q1 | $4M | Sell |
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|
2014
Q4 | $4.67M | Sell |
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|
2014
Q3 | $3.91M | Sell |
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|
2014
Q2 | $3.94M | Buy |
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|
2014
Q1 | $3.4M | Buy |
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|
2013
Q4 | $2.97M | Buy |
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|
2013
Q3 | $1.75M | Sell |
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|
2013
Q2 | $1.93M | Buy |
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