Riverview Trust Company’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 | $61.5K | Sell |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $190K | Hold |
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|
2024
Q3 | $193K | Sell |
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|
2024
Q2 | $165K | Hold |
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|
2024
Q1 | $148K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $96.2K | Buy |
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|
2022
Q4 | $81K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $22K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Buy |
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