Sigma Planning Corp’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 | $1.48M | Sell |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $791K | Buy |
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|
2024
Q3 | $707K | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $654K | Sell |
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|
2022
Q1 | $798K | Sell |
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|
2021
Q4 | $769K | Sell |
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|
2021
Q3 | $749K | Buy |
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|
2021
Q2 | $722K | Sell |
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|
2021
Q1 | $724K | Buy |
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|
2020
Q4 | $592K | Sell |
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|
2020
Q3 | $547K | Sell |
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|
2020
Q2 | $529K | Buy |
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|
2020
Q1 | $466K | Buy |
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|
2019
Q4 | $792K | Sell |
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|
2019
Q3 | $927K | Sell |
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|
2019
Q2 | $841K | Buy |
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|
2019
Q1 | $795K | Buy |
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|
2018
Q4 | $697K | Buy |
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|
2018
Q3 | $637K | Sell |
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|
2018
Q2 | $633K | Sell |
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|
2018
Q1 | $601K | Sell |
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|
2017
Q4 | $816K | Sell |
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|
2017
Q3 | $925K | Buy |
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|
2017
Q2 | $880K | Sell |
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|
2017
Q1 | $930K | Sell |
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|
2016
Q4 | $1.16M | Buy |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $867K | Buy |
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|
2016
Q1 | $761K | Sell |
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|
2015
Q4 | $753K | Buy |
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|
2015
Q3 | $723K | Sell |
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|
2015
Q2 | $879K | Buy |
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|
2015
Q1 | $979K | Sell |
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|
2014
Q4 | $973K | Buy |
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