Schneider Downs Wealth Management 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
Q2 | $229K | Sell |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $203K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $229K | Sell |
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|
2017
Q1 | $290K | Buy |
|