Texas Yale Capital Corp’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 | $1.07M | Buy |
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|
2025
Q2 | $890K | Buy |
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|
2025
Q1 | $878K | Buy |
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|
2024
Q4 | $720K | Buy |
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|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $419K | Sell |
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|
2020
Q3 | $554K | Sell |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $448K | Sell |
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|
2019
Q4 | $2.12M | Buy |
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|
2019
Q3 | $2.35M | Buy |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $4.11M | Buy |
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|
2018
Q4 | $1.78M | Sell |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.61M | Sell |
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|
2018
Q1 | $1.53M | Sell |
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|
2017
Q4 | $1.97M | Buy |
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|
2017
Q3 | $1.78M | Buy |
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|
2017
Q2 | $1.83M | Buy |
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|
2017
Q1 | $1.73M | Sell |
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|
2016
Q4 | $1.71M | Buy |
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|
2016
Q3 | $1.89M | Buy |
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|
2016
Q2 | $1.93M | Buy |
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|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.72M | Buy |
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|
2015
Q3 | $1.71M | Buy |
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|
2015
Q2 | $1.26M | Buy |
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|
2015
Q1 | $1.49M | Buy |
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|
2014
Q4 | $1.32M | Sell |
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|
2014
Q3 | $1.09M | Buy |
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|
2014
Q2 | $970K | Buy |
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|
2014
Q1 | $841K | Buy |
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|
2013
Q4 | $660K | Sell |
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|
2013
Q3 | $1M | Buy |
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|
2013
Q2 | $1.08M | Buy |
|