Sequoia 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
Q3 | $3.21M | Buy |
|
|||||
|
2025
Q2 | $2.24M | Buy |
|
|||||
|
2025
Q1 | $1.56M | Buy |
|
|||||
|
2024
Q4 | $1.15M | Buy |
|
|||||
|
2024
Q3 | $1M | Buy |
|
|||||
|
2024
Q2 | $781K | Sell |
|
|||||
|
2024
Q1 | $717K | Sell |
|
|||||
|
2023
Q4 | $874K | Buy |
|
|||||
|
2023
Q3 | $522K | Buy |
|
|||||
|
2023
Q2 | $506K | Buy |
|
|||||
|
2023
Q1 | $437K | Sell |
|
|||||
|
2022
Q4 | $407K | Buy |
|
|||||
|
2022
Q3 | $316K | Buy |
|
|||||
|
2022
Q2 | $394K | Sell |
|
|||||
|
2022
Q1 | $505K | Buy |
|
|||||
|
2021
Q4 | $333K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $301K | Sell |
|
|||||
|
2019
Q3 | $355K | Sell |
|
|||||
|
2019
Q2 | $339K | Sell |
|
|||||
|
2019
Q1 | $398K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $265K | Buy |
|