Spire Wealth Management’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 | $746K | Buy |
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|
2025
Q2 | $24.6K | Sell |
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|
2025
Q1 | $72.6K | Sell |
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|
2024
Q4 | $60.6K | Buy |
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|
2024
Q3 | $59.5K | Buy |
|
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|
2024
Q2 | $48.3K | Sell |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $150K | Sell |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $146K | Sell |
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|
2023
Q1 | $138K | Buy |
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|
2022
Q4 | $61K | Buy |
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|
2022
Q3 | $60K | Sell |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $401K | Sell |
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|
2021
Q1 | $548K | Buy |
|