Sheaff Brock 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 | $2.54M | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $404K | Hold |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $677K | Hold |
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|
2021
Q3 | $650K | Sell |
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|
2021
Q2 | $667K | Hold |
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|
2021
Q1 | $575K | Hold |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $398K | Sell |
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|
2020
Q2 | $410K | Buy |
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|
2020
Q1 | $358K | Hold |
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|
2019
Q4 | $640K | Sell |
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|
2019
Q3 | $722K | Sell |
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|
2019
Q2 | $659K | Buy |
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|
2019
Q1 | $623K | Hold |
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|
2018
Q4 | $557K | Buy |
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|
2018
Q3 | $484K | Buy |
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|
2018
Q2 | $469K | Hold |
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|
2018
Q1 | $407K | Buy |
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|
2017
Q4 | $476K | Sell |
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|
2017
Q3 | $553K | Buy |
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|
2017
Q2 | $574K | Buy |
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|
2017
Q1 | $437K | Buy |
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|
2016
Q4 | $406K | Buy |
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|
2016
Q3 | $303K | Sell |
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|
2016
Q2 | $575K | Buy |
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|
2016
Q1 | $315K | Buy |
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|
2015
Q4 | $305K | Buy |
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