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