Stephens Inc’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 | $1.46M | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $704K | Buy |
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|
2024
Q1 | $624K | Sell |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $585K | Hold |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $883K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.38M | Sell |
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|
2021
Q1 | $2.09M | Sell |
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|
2020
Q4 | $2.82M | Sell |
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|
2020
Q3 | $2.87M | Sell |
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|
2020
Q2 | $2.73M | Sell |
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|
2020
Q1 | $3.83M | Sell |
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|
2019
Q4 | $8.73M | Buy |
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|
2019
Q3 | $9.32M | Sell |
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|
2019
Q2 | $9.48M | Buy |
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|
2019
Q1 | $9.01M | Buy |
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|
2018
Q4 | $7.84M | Sell |
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|
2018
Q3 | $7.41M | Sell |
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|
2018
Q2 | $7.48M | Sell |
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|
2018
Q1 | $7.18M | Sell |
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|
2017
Q4 | $8.68M | Sell |
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|
2017
Q3 | $10M | Buy |
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|
2017
Q2 | $10.4M | Sell |
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|
2017
Q1 | $10.6M | Buy |
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|
2016
Q4 | $9.38M | Buy |
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|
2016
Q3 | $8.75M | Sell |
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|
2016
Q2 | $9.14M | Buy |
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|
2016
Q1 | $7.7M | Buy |
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|
2015
Q4 | $7.08M | Buy |
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|
2015
Q3 | $6.56M | Buy |
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|
2015
Q2 | $6.33M | Sell |
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|
2015
Q1 | $7.71M | Buy |
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|
2014
Q4 | $7.39M | Buy |
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|
2014
Q3 | $5.69M | Buy |
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|
2014
Q2 | $4.71M | Buy |
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|
2014
Q1 | $4.34M | Buy |
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|
2013
Q4 | $3.55M | Buy |
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|
2013
Q3 | $4.11M | Sell |
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|
2013
Q2 | $4.87M | Buy |
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