Prudent Man 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
Q2 | $743K | Buy |
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|
2025
Q1 | $731K | Hold |
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|
2024
Q4 | $602K | Buy |
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|
2024
Q3 | $577K | Hold |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $398K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $250K | Buy |
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