Trustmark National Bank Trust Department’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.05M | Sell |
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|
2025
Q3 | $1.01M | Buy |
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|
2025
Q2 | $870K | Buy |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $445K | Sell |
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|
2024
Q3 | $452K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $20K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $262K | Hold |
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|
2017
Q1 | $247K | Hold |
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|
2016
Q4 | $234K | Hold |
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|
2016
Q3 | $261K | Sell |
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|
2016
Q2 | $459K | Sell |
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|
2016
Q1 | $866K | Sell |
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|
2015
Q4 | $894K | Buy |
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|
2015
Q3 | $849K | Buy |
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|
2015
Q2 | $662K | Sell |
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|
2015
Q1 | $824K | Buy |
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