Stock Yards Bank & Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
3,074
+99
| +3% | +$15.2K | 0.02% | 284 |
|
|
2025
Q1 | $456K | Hold |
2,975
| – | – | 0.02% | 276 |
|
|
2024
Q4 | $375K | Hold |
2,975
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $381K | Sell |
2,975
-333
| -10% | -$42.6K | 0.01% | 308 |
|
|
2024
Q2 | $345K | Sell |
3,308
-82
| -2% | -$8.55K | 0.01% | 308 |
|
|
2024
Q1 | $317K | Hold |
3,390
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $306K | Sell |
3,390
-163
| -5% | -$14.7K | 0.01% | 322 |
|
|
2023
Q3 | $291K | Buy |
+3,553
| New | +$291K | 0.01% | 326 |
|