TFC Financial Management’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 | $5.36K | Hold |
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|
2025
Q2 | $4.63K | Hold |
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|
2025
Q1 | $4.61K | Hold |
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|
2024
Q4 | $3.79K | Hold |
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|
2024
Q3 | $3.85K | Sell |
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|
2024
Q2 | $3.35K | Buy |
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|
2024
Q1 | $2.44K | Buy |
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|
2023
Q4 | $1.99K | Hold |
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|
2023
Q3 | $1.81K | Hold |
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|
2023
Q2 | $1.79K | Buy |
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|
2023
Q1 | $1.3K | Buy |
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|
2022
Q4 | $595 | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $0 | Buy |
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