Rainey & Randall Wealth 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 | $4.24M | Buy |
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|
2025
Q1 | $4.22M | Sell |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $3.18M | Buy |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $2.48M | Sell |
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|
2023
Q2 | $2.6M | Buy |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.82M | Sell |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $3.03M | Sell |
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|
2021
Q3 | $2.91M | Buy |
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|
2021
Q2 | $2.93M | Sell |
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|
2021
Q1 | $2.54M | Buy |
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q3 | $1.91M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.65M | Buy |
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|
2018
Q4 | $2.37M | Buy |
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