Van Hulzen Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $590K | Buy |
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|
2024
Q4 | $484K | Hold |
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|
2024
Q3 | $492K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $255K | Hold |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $241K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.86M | Sell |
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|
2018
Q2 | $4.83M | Buy |
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|
2018
Q1 | $4.08M | Buy |
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|
2017
Q4 | $4.36M | Buy |
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|
2017
Q3 | $4.64M | Buy |
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|
2017
Q2 | $4.92M | Buy |
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|
2017
Q1 | $3.24M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $293K | Buy |
|