Valeo Financial Advisors’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 | $808K | Buy |
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|
2025
Q2 | $677K | Buy |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $312K | Sell |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q2 | $193K | Buy |
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|
2020
Q1 | $108K | Sell |
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|
2019
Q4 | $171K | Buy |
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|
2019
Q3 | $135K | Buy |
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|
2019
Q2 | $49K | Buy |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $119K | Sell |
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|
2018
Q2 | $115K | Buy |
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|
2018
Q1 | $86K | Buy |
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|
2017
Q4 | $66K | Buy |
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|
2017
Q3 | $7K | Buy |
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