Trust Company of Vermont’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $93K | Buy |
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|
2025
Q2 | $64.9K | Buy |
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|
2025
Q1 | $28.8K | Hold |
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|
2024
Q4 | $23.7K | Sell |
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|
2024
Q3 | $152K | Buy |
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|
2024
Q2 | $10.4K | Sell |
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|
2024
Q1 | $15.3K | Buy |
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|
2023
Q4 | $9.11K | Buy |
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|
2023
Q3 | $8.19K | Hold |
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|
2023
Q2 | $8.09K | Hold |
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|
2023
Q1 | $7.17K | Hold |
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|
2022
Q4 | $6.55K | Hold |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $56K | Sell |
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|
2019
Q4 | $112K | Hold |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $104K | Sell |
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|
2019
Q1 | $152K | Sell |
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|
2018
Q4 | $147K | Sell |
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|
2018
Q3 | $145K | Buy |
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|
2018
Q2 | $138K | Buy |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $79K | Sell |
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|
2017
Q3 | $98K | Sell |
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|
2017
Q2 | $112K | Hold |
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|
2017
Q1 | $107K | Buy |
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|
2016
Q4 | $71K | Hold |
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|
2016
Q3 | $78K | Buy |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $7K | Hold |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $7K | Sell |
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|
2015
Q2 | $9K | Buy |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Hold |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $6K | Hold |
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|
2013
Q4 | $5K | Buy |
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