SVB Wealth’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 | $377K | Buy |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $407K | Buy |
|
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $442K | Sell |
|
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $298K | Sell |
|
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $629K | Buy |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $219K | Buy |
|