Richwood Investment 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 | $1.11M | Sell |
|
|||||
|
2025
Q2 | $964K | Sell |
|
|||||
|
2025
Q1 | $1.01M | Sell |
|
|||||
|
2024
Q4 | $860K | Hold |
|
|||||
|
2024
Q3 | $873K | Sell |
|
|||||
|
2024
Q2 | $714K | Sell |
|
|||||
|
2024
Q1 | $648K | Sell |
|
|||||
|
2023
Q4 | $651K | Sell |
|
|||||
|
2023
Q3 | $641K | Sell |
|
|||||
|
2023
Q2 | $641K | Sell |
|
|||||
|
2023
Q1 | $616K | Sell |
|
|||||
|
2022
Q4 | $572K | Sell |
|
|||||
|
2022
Q3 | $575K | Sell |
|
|||||
|
2022
Q2 | $785K | Sell |
|
|||||
|
2022
Q1 | $947K | Sell |
|
|||||
|
2021
Q4 | $853K | Buy |
|