Schechter Investment Advisors’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 | $702K | Sell |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $515K | Buy |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $232K | Buy |
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