Synovus Financial’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 | $1.33M | Buy |
7,439
+395
| +6% | +$64.9K | 0.02% | 458 |
|
|
2025
Q2 | $1.08M | Buy |
7,044
+536
| +8% | +$80.1K | 0.01% | 484 |
|
|
2025
Q1 | $997K | Buy |
6,508
+2,853
| +78% | +$407K | 0.01% | 483 |
|
|
2024
Q4 | $461K | Buy |
3,655
+329
| +10% | +$43.2K | 0.01% | 661 |
|
|
2024
Q3 | $426K | Buy |
3,326
+1,128
| +51% | +$132K | ﹤0.01% | 719 |
|
|
2024
Q2 | $229K | Buy |
2,198
+41
| +2% | +$4.02K | ﹤0.01% | 791 |
|
|
2024
Q1 | $202K | Buy |
+2,157
| New | +$195K | ﹤0.01% | 817 |
|
|
2020
Q3 | – | Sell |
-2,880
| Closed | -$147K | – | 1457 |
|
|
2020
Q2 | $147K | Sell |
2,880
-6,080
| -68% | -$299K | ﹤0.01% | 710 |
|
|
2020
Q1 | $412K | Buy |
8,960
+6,421
| +253% | +$474K | 0.01% | 572 |
|
|
2019
Q4 | $209K | Buy |
2,539
+693
| +38% | +$59.3K | ﹤0.01% | 679 |
|
|
2019
Q3 | $166K | Buy |
1,846
+326
| +21% | +$28.4K | ﹤0.01% | 688 |
|
|
2019
Q2 | $126K | Buy |
1,520
+240
| +19% | +$18.9K | ﹤0.01% | 672 |
|
|
2019
Q1 | $99K | Hold |
1,280
| – | – | ﹤0.01% | 697 |
|
|
2018
Q4 | $88K | Sell |
1,280
-590
| -32% | -$40.1K | ﹤0.01% | 701 |
|
|
2018
Q3 | $120K | Sell |
1,870
-100
| -5% | -$6.46K | ﹤0.01% | 684 |
|
|
2018
Q2 | $124K | Hold |
1,970
| – | – | ﹤0.01% | 650 |
|
|
2018
Q1 | $107K | Buy |
+1,970
| New | +$111K | ﹤0.01% | 662 |
|
|
2017
Q2 | – | Sell |
-820
| Closed | -$57K | – | 1121 |
|
|
2017
Q1 | $57K | Buy |
820
+577
| +237% | +$38.9K | ﹤0.01% | 710 |
|
|
2016
Q4 | $16K | Buy |
243
+50
| +26% | +$3.31K | ﹤0.01% | 864 |
|
|
2016
Q3 | $14K | Hold |
193
| – | – | ﹤0.01% | 855 |
|
|
2016
Q2 | $15K | Buy |
193
+1
| +0.5% | +$71 | ﹤0.01% | 798 |
|
|
2016
Q1 | $13K | Sell |
192
-1,569
| -89% | -$101K | ﹤0.01% | 811 |
|
|
2015
Q4 | $120K | Sell |
1,761
-245
| -12% | -$16K | ﹤0.01% | 522 |
|
|
2015
Q3 | $136K | Buy |
2,006
+654
| +48% | +$43.7K | ﹤0.01% | 464 |
|
|
2015
Q2 | $89K | Sell |
1,352
-733
| -35% | -$52.6K | ﹤0.01% | 525 |
|
|
2015
Q1 | $161K | Buy |
2,085
+1,228
| +143% | +$96.7K | ﹤0.01% | 470 |
|
|
2014
Q4 | $65K | Hold |
857
| – | – | ﹤0.01% | 590 |
|
|
2014
Q3 | $53K | Sell |
857
-400
| -32% | -$25.8K | ﹤0.01% | 600 |
|
|
2014
Q2 | $79K | Hold |
1,257
| – | – | ﹤0.01% | 516 |
|
|
2014
Q1 | $75K | Buy |
1,257
+737
| +142% | +$42.1K | ﹤0.01% | 515 |
|
|
2013
Q4 | $27K | Buy |
520
+400
| +333% | +$23.8K | ﹤0.01% | 642 |
|
|
2013
Q3 | $7K | Hold |
120
| – | – | ﹤0.01% | 779 |
|
|
2013
Q2 | $8K | Buy |
+120
| New | +$8.53K | ﹤0.01% | 739 |
|
Other funds holding WELL
