Sandy Spring Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.6M | Buy |
|
|||||
|
2024
Q4 | $2.08M | Buy |
|
|||||
|
2024
Q3 | $1.97M | Sell |
|
|||||
|
2024
Q2 | $1.63M | Buy |
|
|||||
|
2024
Q1 | $1.22M | Buy |
|
|||||
|
2023
Q4 | $1.08M | Buy |
|
|||||
|
2023
Q3 | $882K | Buy |
|
|||||
|
2023
Q2 | $721K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $19K | Buy |
|
|||||
|
2021
Q3 | $9K | Hold |
|
|||||
|
2021
Q2 | $9K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $13K | Hold |
|
|||||
|
2020
Q2 | $12K | Hold |
|
|||||
|
2020
Q1 | $11K | Hold |
|
|||||
|
2019
Q4 | $19K | Hold |
|
|||||
|
2019
Q3 | $21K | Hold |
|
|||||
|
2019
Q2 | $19K | Sell |
|
|||||
|
2019
Q1 | $25K | Buy |
|
|||||
|
2018
Q4 | $16K | Hold |
|
|||||
|
2018
Q3 | $15K | Hold |
|
|||||
|
2018
Q2 | $15K | Hold |
|
|||||
|
2018
Q1 | $13K | Sell |
|
|||||
|
2017
Q4 | $32K | Sell |
|
|||||
|
2017
Q3 | $42K | Sell |
|
|||||
|
2017
Q2 | $61K | Buy |
|
|||||
|
2017
Q1 | $42K | Sell |
|
|||||
|
2016
Q4 | $56K | Sell |
|
|||||
|
2016
Q3 | $75K | Hold |
|
|||||
|
2016
Q2 | $77K | Buy |
|
|||||
|
2016
Q1 | $46K | Hold |
|
|||||
|
2015
Q4 | $46K | Hold |
|
|||||
|
2015
Q3 | $45K | Sell |
|
|||||
|
2015
Q2 | $85K | Sell |
|
|||||
|
2015
Q1 | $123K | Buy |
|
|||||
|
2014
Q4 | $115K | Buy |
|
|||||
|
2014
Q3 | $83K | Buy |
|
|||||
|
2014
Q2 | $56K | Buy |
|
|||||
|
2014
Q1 | $47K | Buy |
|
|||||
|
2013
Q4 | $27K | Hold |
|
|||||
|
2013
Q3 | $31K | Hold |
|
|||||
|
2013
Q2 | $33K | Buy |
|