TOBAM’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $103K | Sell |
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $107K | Sell |
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|
2024
Q1 | $816K | Sell |
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|
2023
Q4 | $941K | Sell |
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|
2023
Q3 | $950K | Sell |
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|
2023
Q2 | $944K | Sell |
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | $758K | Sell |
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|
2022
Q3 | $2.36M | Sell |
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|
2022
Q2 | $4.44M | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $122K | Hold |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $102K | Hold |
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|
2020
Q4 | $92K | Hold |
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|
2020
Q3 | $79K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.16M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $56.7M | Buy |
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|
2014
Q4 | $30.6M | Buy |
|