UMB Bank’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 | $32.1M | Sell |
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|
2025
Q2 | $31.2M | Sell |
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|
2025
Q1 | $34.1M | Buy |
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|
2024
Q4 | $27.7M | Buy |
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|
2024
Q3 | $28M | Buy |
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|
2024
Q2 | $18.6M | Sell |
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|
2024
Q1 | $16.7M | Buy |
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|
2023
Q4 | $11.5M | Buy |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $425K | Sell |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $584K | Buy |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $876K | Buy |
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|
2021
Q3 | $821K | Buy |
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|
2021
Q2 | $819K | Sell |
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|
2021
Q1 | $746K | Sell |
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|
2020
Q4 | $852K | Sell |
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|
2020
Q3 | $2.26M | Hold |
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|
2020
Q2 | $2.26M | Buy |
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|
2020
Q1 | $1.92M | Sell |
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|
2019
Q4 | $7.81M | Buy |
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|
2019
Q3 | $5.8K | Buy |
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|
2019
Q2 | $5.07K | Sell |
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|
2019
Q1 | $4.84M | Buy |
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|
2018
Q4 | $3.36K | Buy |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.42M | Buy |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $1.3M | Sell |
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|
2017
Q3 | $1.46M | Buy |
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|
2017
Q2 | $1.39M | Buy |
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|
2017
Q1 | $1.28M | Buy |
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