Summit Securities Group’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 | $206K | Buy |
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|
2025
Q2 | $65K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $0 | Sell |
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|
2023
Q2 | $52K | Sell |
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|
2023
Q1 | $67K | Buy |
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|
2022
Q4 | $38K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $248K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $53K | Sell |
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|
2014
Q3 | $100K | Sell |
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|
2014
Q2 | $138K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $123K | Hold |
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|
2013
Q3 | $143K | Sell |
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|
2013
Q2 | $355K | Buy |
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