Salem Investment Counselors’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 | $41.2K | Hold |
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|
2025
Q2 | $35.5K | Sell |
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|
2025
Q1 | $39.1K | Buy |
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|
2024
Q4 | $29.1K | Hold |
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|
2024
Q3 | $29.6K | Hold |
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|
2024
Q2 | $24.1K | Hold |
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|
2024
Q1 | $21.6K | Sell |
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|
2023
Q4 | $38.3K | Buy |
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|
2023
Q3 | $18.9K | Hold |
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|
2023
Q2 | $18.7K | Hold |
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|
2023
Q1 | $16.6K | Hold |
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|
2022
Q4 | $15.1K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $20K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Buy |
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