Sound View Wealth Advisors Group’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 | $2.77M | Buy |
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|
2025
Q2 | $2.19M | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $450K | Buy |
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|
2024
Q3 | $432K | Buy |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $216K | Sell |
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|
2021
Q3 | $229K | Hold |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $364K | Sell |
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|
2019
Q2 | $353K | Buy |
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