Retirement Planning Company of New England’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 | $938K | Sell |
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|
2025
Q2 | $811K | Buy |
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|
2025
Q1 | $806K | Sell |
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|
2024
Q4 | $675K | Buy |
|
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|
2024
Q3 | $684K | Sell |
|
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|
2024
Q2 | $587K | Buy |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $550K | Buy |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $431K | Buy |
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|
2022
Q2 | $552K | Buy |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $580K | Buy |
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