Register Financial 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
Q3 | $362K | Hold |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $271K | Hold |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $186K | Hold |
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|
2022
Q4 | $170K | Buy |
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