Tower Bridge Advisors’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 | $680K | Sell |
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|
2025
Q1 | $743K | Hold |
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|
2024
Q4 | $611K | Hold |
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|
2024
Q3 | $621K | Hold |
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $416K | Hold |
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|
2021
Q3 | $400K | Hold |
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|
2021
Q2 | $403K | Hold |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $359K | Buy |
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