Strategic Wealth Partners’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 | $277K | Sell |
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|
2025
Q2 | $395K | Buy |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $283K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $89 | Hold |
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|
2019
Q2 | $81K | Sell |
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|
2019
Q1 | $193K | Sell |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $243K | Sell |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $1.62M | Buy |
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