Summit Place Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.78M | Sell |
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|
2025
Q4 | $3.92M | Sell |
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|
2025
Q3 | $4.07M | Sell |
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|
2025
Q2 | $3.7M | Sell |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $3.15M | Sell |
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|
2024
Q3 | $3.25M | Sell |
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|
2024
Q2 | $3.12M | Sell |
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|
2024
Q1 | $2.81M | Sell |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.73M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $683K | Sell |
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|
2019
Q4 | $1.29M | Buy |
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