Prospera Financial Services’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 | $2.11M | Buy |
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|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | $743K | Sell |
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|
2023
Q4 | $751K | Buy |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $472K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $444K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Sell |
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|
2019
Q3 | $295K | Sell |
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|
2019
Q2 | $299K | Sell |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $229K | Buy |
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