Transform Wealth’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 | $16M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $8.43M | Buy |
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|
2024
Q1 | $6.62M | Sell |
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|
2023
Q4 | $6.74M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $205K | Sell |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $272K | Hold |
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|
2017
Q2 | $290K | Sell |
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|
2017
Q1 | $278K | Sell |
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|
2016
Q4 | $268K | Hold |
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|
2016
Q3 | $299K | Hold |
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|
2016
Q2 | $305K | Buy |
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