TD Private Client 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 | $565K | Buy |
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|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $194K | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q2 | $162K | Buy |
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|
2024
Q1 | $136K | Buy |
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|
2023
Q4 | $124K | Sell |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $561K | Sell |
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $726K | Buy |
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|
2021
Q4 | $600K | Sell |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $631K | Sell |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $685K | Sell |
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|
2020
Q3 | $639K | Sell |
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|
2020
Q2 | $677K | Sell |
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|
2020
Q1 | $3.95M | Buy |
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|
2019
Q4 | $6.4M | Buy |
|