Summit Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $595K | Hold |
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|
2023
Q1 | $527K | Hold |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $627K | Hold |
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|
2022
Q1 | $732K | Hold |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $628K | Hold |
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|
2021
Q2 | $633K | Hold |
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|
2021
Q1 | $546K | Hold |
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|
2020
Q4 | $492K | Sell |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $401K | Sell |
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|
2020
Q1 | $365K | Sell |
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|
2019
Q4 | $681K | Sell |
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|
2019
Q3 | $796K | Sell |
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|
2019
Q2 | $845K | Sell |
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|
2019
Q1 | $825K | Buy |
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|
2018
Q4 | $231K | Hold |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $210K | Sell |
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|
2018
Q1 | $245K | Buy |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q3 | $256K | Sell |
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|
2017
Q2 | $293K | Buy |
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