Sunbelt Securities’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 | $36.8K | Sell |
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|
2025
Q2 | $28.5K | Buy |
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|
2025
Q1 | $19.3K | Sell |
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|
2024
Q4 | $28.2K | Buy |
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|
2024
Q3 | $26.8K | Sell |
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|
2024
Q2 | $37K | Buy |
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|
2024
Q1 | $33K | Buy |
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|
2023
Q4 | $31.6K | Buy |
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|
2023
Q3 | $28.5K | Buy |
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|
2023
Q2 | $27.9K | Buy |
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|
2023
Q1 | $24.3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
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|
2019
Q3 | $264K | Buy |
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