Stiles 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 | $1.29M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $959K | Buy |
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|
2024
Q3 | $972K | Buy |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $705K | Sell |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $648K | Buy |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $626K | Buy |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $645K | Buy |
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