Stratos 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 | $957K | Sell |
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|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $370K | Buy |
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $392K | Sell |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $802K | Sell |
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|
2019
Q3 | $950K | Sell |
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|
2019
Q2 | $976K | Sell |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.52M | Sell |
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|
2018
Q2 | $1.64M | Sell |
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|
2018
Q1 | $1.67M | Sell |
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|
2017
Q4 | $4.02M | Sell |
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|
2017
Q3 | $4.49M | Sell |
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|
2017
Q2 | $5M | Buy |
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|
2017
Q1 | $4.55M | Buy |
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|
2016
Q4 | $4.16M | Buy |
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|
2016
Q3 | $4.47M | Buy |
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|
2016
Q2 | $4.38M | Sell |
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|
2016
Q1 | $6.24M | Buy |
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|
2015
Q4 | $5M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3.72M | Sell |
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|
2015
Q1 | $4.47M | Buy |
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|
2014
Q4 | $4.32M | Buy |
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|
2014
Q3 | $3.33M | Buy |
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|
2014
Q2 | $2.46M | Buy |
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