Stonebridge Capital Advisors’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 | $213K | Hold |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $206K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $129K | Hold |
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|
2023
Q2 | $127K | Hold |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $135K | Hold |
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|
2021
Q3 | $130K | Sell |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $113K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $82K | Buy |
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|
2020
Q1 | $60K | Sell |
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|
2019
Q4 | $115K | Buy |
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|
2019
Q3 | $119K | Sell |
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|
2019
Q2 | $141K | Buy |
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