RFG Advisory’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 | $243K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $238K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $846K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $274K | Sell |
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|
2017
Q2 | $379K | Buy |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $228K | Hold |
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|
2016
Q3 | $228K | Buy |
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