Private Trust Company’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 | $169K | Buy |
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|
2025
Q2 | $143K | Buy |
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|
2025
Q1 | $60.4K | Buy |
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|
2024
Q4 | $47.8K | Buy |
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|
2024
Q3 | $44.4K | Sell |
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|
2024
Q2 | $37.1K | Sell |
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|
2024
Q1 | $75.5K | Sell |
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|
2023
Q4 | $74.4K | Buy |
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|
2023
Q3 | $45.6K | Sell |
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|
2023
Q2 | $57.2K | Sell |
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|
2023
Q1 | $55.1K | Sell |
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|
2022
Q4 | $54K | Buy |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $102K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $106K | Buy |
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|
2014
Q2 | $106K | Buy |
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|
2014
Q1 | $85K | Buy |
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|
2013
Q4 | $73K | Buy |
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|
2013
Q3 | $84K | Buy |
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|
2013
Q2 | $72K | Buy |
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