Semmax Financial 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 | $9.24K | Hold |
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|
2025
Q1 | $8.21K | Hold |
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|
2024
Q4 | $8.33K | Hold |
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|
2024
Q3 | $7.48K | Hold |
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|
2024
Q2 | $6.48K | Hold |
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|
2024
Q1 | $5.5K | Sell |
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|
2023
Q4 | $5.38K | Hold |
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|
2023
Q3 | $5.3K | Buy |
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|
2022
Q4 | $9K | Hold |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $62K | Sell |
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|
2021
Q3 | $82K | Sell |
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|
2021
Q2 | $566K | Sell |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $958K | Buy |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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