Verdence Capital 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
Q2 | $333K | Buy |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $221K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $496K | Buy |
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|
2019
Q4 | $705K | Sell |
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|
2019
Q3 | $818K | Sell |
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|
2019
Q2 | $763K | Sell |
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|
2019
Q1 | $930K | Buy |
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|
2018
Q4 | $817K | Sell |
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|
2018
Q3 | $771K | Sell |
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|
2018
Q2 | $780K | Sell |
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|
2018
Q1 | $712K | Buy |
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|
2017
Q4 | $524K | Buy |
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