Saturna Capital’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 | $1.12M | Buy |
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|
2025
Q2 | $799K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $144K | Sell |
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|
2015
Q3 | $1.18M | Sell |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $23K | Hold |
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|
2014
Q4 | $23K | Hold |
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|
2014
Q3 | $19K | Hold |
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|
2014
Q2 | $19K | Hold |
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|
2014
Q1 | $18K | Hold |
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|
2013
Q4 | $16K | Hold |
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|
2013
Q3 | $19K | Hold |
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|
2013
Q2 | $20K | Buy |
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