Vestmark Advisory Solutions’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 | $6.72M | Buy |
|
|||||
|
2025
Q1 | $2.85M | Buy |
|
|||||
|
2024
Q4 | $1.82M | Buy |
|
|||||
|
2024
Q3 | $838K | Sell |
|
|||||
|
2024
Q2 | $683K | Sell |
|
|||||
|
2024
Q1 | $631K | Sell |
|
|||||
|
2023
Q4 | $636K | Buy |
|
|||||
|
2023
Q3 | $496K | Sell |
|
|||||
|
2023
Q2 | $498K | Sell |
|
|||||
|
2023
Q1 | $711K | Buy |
|
|||||
|
2022
Q4 | $632K | Buy |
|
|||||
|
2022
Q3 | $596K | Buy |
|
|||||
|
2022
Q2 | $290K | Buy |
|
|||||
|
2022
Q1 | $231K | Sell |
|
|||||
|
2021
Q4 | $1.91M | Buy |
|
|||||
|
2021
Q3 | $1.76M | Sell |
|
|||||
|
2021
Q2 | $1.93M | Buy |
|
|||||
|
2021
Q1 | $1.61M | Buy |
|
|||||
|
2020
Q4 | $1.38M | Sell |
|
|||||
|
2020
Q3 | $1.46M | Sell |
|
|||||
|
2020
Q2 | $1.46M | Sell |
|
|||||
|
2020
Q1 | $1.29M | Buy |
|
|||||
|
2019
Q4 | $2.08M | Buy |
|
|||||
|
2019
Q3 | $2.24M | Sell |
|
|||||
|
2019
Q2 | $2.37M | Buy |
|
|||||
|
2019
Q1 | $2.15M | Buy |
|