Savant 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 | $2.37M | Buy |
|
|||||
|
2025
Q2 | $1.63M | Buy |
|
|||||
|
2025
Q1 | $1.5M | Buy |
|
|||||
|
2024
Q4 | $1.13M | Buy |
|
|||||
|
2024
Q3 | $787K | Sell |
|
|||||
|
2024
Q2 | $862K | Buy |
|
|||||
|
2024
Q1 | $732K | Buy |
|
|||||
|
2023
Q4 | $653K | Buy |
|
|||||
|
2023
Q3 | $299K | Sell |
|
|||||
|
2023
Q2 | $298K | Buy |
|
|||||
|
2023
Q1 | $229K | Buy |
|