RTC
Riverview Trust Company’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.5K | Sell |
400
-1,094
| -73% | -$168K | 0.08% | 115 |
|
|
2025
Q1 | $229K | Sell |
1,494
-10
| -0.7% | -$1.53K | 0.23% | 78 |
|
|
2024
Q4 | $190K | Hold |
1,504
| – | – | 0.17% | 98 |
|
|
2024
Q3 | $193K | Sell |
1,504
-78
| -5% | -$9.99K | 0.17% | 98 |
|
|
2024
Q2 | $165K | Hold |
1,582
| – | – | 0.16% | 102 |
|
|
2024
Q1 | $148K | Buy |
+1,582
| New | +$148K | 0.11% | 125 |
|
|
2023
Q4 | – | Sell |
-1,242
| Closed | -$102K | – | 635 |
|
|
2023
Q3 | $102K | Hold |
1,242
| – | – | 0.09% | 153 |
|
|
2023
Q2 | $100K | Sell |
1,242
-100
| -7% | -$8.09K | 0.09% | 141 |
|
|
2023
Q1 | $96.2K | Buy |
1,342
+100
| +8% | +$7.17K | 0.09% | 141 |
|
|
2022
Q4 | $81K | Buy |
+1,242
| New | +$81K | 0.08% | 157 |
|
|
2022
Q3 | – | Sell |
-230
| Closed | -$19K | – | 907 |
|
|
2022
Q2 | $19K | Hold |
230
| – | – | 0.02% | 412 |
|
|
2022
Q1 | $22K | Buy |
+230
| New | +$22K | 0.02% | 466 |
|
|
2019
Q2 | – | Sell |
-133
| Closed | -$10K | – | 412 |
|
|
2019
Q1 | $10K | Buy |
+133
| New | +$10K | 0.01% | 265 |
|