Sterling Investment Advisors (Pennsylvania)’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 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $187K | Hold |
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|
2021
Q3 | $179K | Sell |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $192K | Sell |
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|
2020
Q4 | $195K | Hold |
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|
2020
Q3 | $167K | Sell |
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|
2020
Q2 | $257K | Sell |
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|
2020
Q1 | $259K | Hold |
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|
2019
Q4 | $464K | Sell |
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|
2019
Q3 | $714K | Hold |
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|
2019
Q2 | $642K | Sell |
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|
2019
Q1 | $662K | Hold |
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|
2018
Q4 | $591K | Sell |
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|
2018
Q3 | $600K | Sell |
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|
2018
Q2 | $587K | Sell |
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|
2018
Q1 | $707K | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $1.21M | Hold |
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|
2017
Q2 | $1.29M | Buy |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | $1.07M | Buy |
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