Tortoise Investment 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
Q2 | $4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.54K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $410 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $8K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $18K | Buy |
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