Walter & Keenan Wealth 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 | $313K | Buy |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $206K | Buy |
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|
2024
Q3 | $207K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $213K | Hold |
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|
2021
Q3 | $205K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $624K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.33M | Hold |
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|
2019
Q3 | $1.47M | Hold |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $2.02M | Hold |
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|
2018
Q4 | $1.81M | Sell |
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|
2018
Q3 | $1.72K | Hold |
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|
2018
Q2 | $1.68M | Buy |
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|
2018
Q1 | $1.37M | Sell |
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|
2017
Q4 | $1.62M | Sell |
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|
2017
Q3 | $1.83M | Hold |
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|
2017
Q2 | $1.95M | Buy |
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|
2017
Q1 | $1.81M | Buy |
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|
2016
Q4 | $1.65M | Sell |
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|
2016
Q3 | $1.84M | Buy |
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|
2016
Q2 | $1.87M | Buy |
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|
2016
Q1 | $1.69M | Buy |
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|
2015
Q4 | $1.6M | Hold |
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|
2015
Q3 | $1.59M | Buy |
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|
2015
Q2 | $1.42M | Hold |
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|
2015
Q1 | $1.68M | Hold |
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|
2014
Q4 | $1.64M | Buy |
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|
2014
Q3 | $1.33M | Hold |
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|
2014
Q2 | $1.34M | Sell |
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|
2014
Q1 | $1.3M | Buy |
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