Sowell Financial Services’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 | $223K | Sell |
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|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $226K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $121K | Sell |
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|
2020
Q4 | $107K | Sell |
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|
2020
Q3 | $120K | Sell |
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|
2020
Q2 | $132K | Sell |
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|
2020
Q1 | $138K | Sell |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $306K | Buy |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $259K | Sell |
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|
2018
Q3 | $250K | Buy |
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