Summit Trail Advisors’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 | $2.03M | Buy |
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|
2025
Q2 | $992K | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $71K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $300K | Buy |
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