Venture Visionary Partners’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 | $13.8M | Sell |
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|
2025
Q2 | $12.4M | Sell |
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|
2025
Q1 | $13.1M | Buy |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $10.6M | Sell |
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|
2024
Q2 | $9.15M | Sell |
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|
2024
Q1 | $8.25M | Sell |
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|
2023
Q4 | $8.1M | Sell |
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|
2023
Q3 | $7.5M | Buy |
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|
2023
Q2 | $7.4M | Sell |
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|
2023
Q1 | $6.59M | Sell |
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|
2022
Q4 | $6.04M | Sell |
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|
2022
Q3 | $6.19M | Buy |
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|
2022
Q2 | $7.91M | Sell |
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|
2022
Q1 | $9.32M | Buy |
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|
2021
Q4 | $8.22M | Buy |
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|
2021
Q3 | $7.6M | Buy |
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|
2021
Q2 | $7.6M | Buy |
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|
2021
Q1 | $6.42M | Buy |
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|
2020
Q4 | $5.27M | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $310K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $562K | Buy |
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