Trust Company of Vermont’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9K | Buy |
422
+234
| +124% | +$36K | ﹤0.01% | 512 |
|
|
2025
Q1 | $28.8K | Hold |
188
| – | – | ﹤0.01% | 610 |
|
|
2024
Q4 | $23.7K | Sell |
188
-1,000
| -84% | -$126K | ﹤0.01% | 645 |
|
|
2024
Q3 | $152K | Buy |
1,188
+1,088
| +1,088% | +$139K | 0.01% | 360 |
|
|
2024
Q2 | $10.4K | Sell |
100
-64
| -39% | -$6.67K | ﹤0.01% | 687 |
|
|
2024
Q1 | $15.3K | Buy |
164
+63
| +62% | +$5.89K | ﹤0.01% | 647 |
|
|
2023
Q4 | $9.11K | Buy |
101
+1
| +1% | +$90 | ﹤0.01% | 619 |
|
|
2023
Q3 | $8.19K | Hold |
100
| – | – | ﹤0.01% | 670 |
|
|
2023
Q2 | $8.09K | Hold |
100
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $7.17K | Hold |
100
| – | – | ﹤0.01% | 746 |
|
|
2022
Q4 | $6.56K | Hold |
100
| – | – | ﹤0.01% | 745 |
|
|
2022
Q3 | $6K | Sell |
100
-48
| -32% | -$2.88K | ﹤0.01% | 820 |
|
|
2022
Q2 | $12K | Buy |
+148
| New | +$12K | ﹤0.01% | 662 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$9K | – | 744 |
|
|
2021
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 684 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$8K | – | 717 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 665 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 678 |
|
|
2020
Q3 | $6K | Sell |
100
-809
| -89% | -$48.5K | ﹤0.01% | 657 |
|
|
2020
Q2 | $47K | Sell |
909
-330
| -27% | -$17.1K | ﹤0.01% | 446 |
|
|
2020
Q1 | $56K | Sell |
1,239
-128
| -9% | -$5.79K | 0.01% | 423 |
|
|
2019
Q4 | $112K | Hold |
1,367
| – | – | 0.01% | 375 |
|
|
2019
Q3 | $124K | Buy |
1,367
+100
| +8% | +$9.07K | 0.01% | 377 |
|
|
2019
Q2 | $104K | Sell |
1,267
-690
| -35% | -$56.6K | 0.01% | 394 |
|
|
2019
Q1 | $152K | Sell |
1,957
-162
| -8% | -$12.6K | 0.01% | 347 |
|
|
2018
Q4 | $147K | Sell |
2,119
-145
| -6% | -$10.1K | 0.01% | 336 |
|
|
2018
Q3 | $145K | Buy |
2,264
+75
| +3% | +$4.8K | 0.01% | 367 |
|
|
2018
Q2 | $138K | Buy |
2,189
+949
| +77% | +$59.8K | 0.01% | 373 |
|
|
2018
Q1 | $68K | Hold |
1,240
| – | – | 0.01% | 455 |
|
|
2017
Q4 | $79K | Sell |
1,240
-150
| -11% | -$9.56K | 0.01% | 439 |
|
|
2017
Q3 | $98K | Sell |
1,390
-115
| -8% | -$8.11K | 0.01% | 407 |
|
|
2017
Q2 | $112K | Hold |
1,505
| – | – | 0.01% | 399 |
|
|
2017
Q1 | $107K | Buy |
1,505
+450
| +43% | +$32K | 0.01% | 385 |
|
|
2016
Q4 | $71K | Hold |
1,055
| – | – | 0.01% | 434 |
|
|
2016
Q3 | $78K | Buy |
1,055
+955
| +955% | +$70.6K | 0.01% | 380 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 642 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 630 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 660 |
|
|
2015
Q3 | $7K | Sell |
100
-36
| -26% | -$2.52K | ﹤0.01% | 668 |
|
|
2015
Q2 | $9K | Buy |
136
+36
| +36% | +$2.38K | ﹤0.01% | 667 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 671 |
|
|
2014
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 674 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 709 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 673 |
|
|
2014
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 661 |
|
|
2013
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 651 |
|