SJS Investment Consulting’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 | $155K | Buy |
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2025
Q1 | $143K | Sell |
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2024
Q4 | $132K | Hold |
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2024
Q3 | $134K | Sell |
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2024
Q2 | $135K | Sell |
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2024
Q1 | $127K | Buy |
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2023
Q4 | $106K | Hold |
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2023
Q3 | $96.1K | Hold |
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2023
Q2 | $94.9K | Hold |
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2023
Q1 | $84.1K | Hold |
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2022
Q4 | $76.9K | Hold |
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2022
Q3 | $75K | Buy |
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2022
Q1 | $115K | Buy |
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2021
Q4 | $101K | Buy |
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