Wambolt & Associates’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 | $1.84M | Sell |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $973K | Buy |
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|
2023
Q2 | $892K | Buy |
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|
2023
Q1 | $773K | Buy |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q3 | $683K | Buy |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | $944K | Sell |
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|
2021
Q4 | $846K | Buy |
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|
2021
Q3 | $746K | Buy |
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|
2021
Q2 | $578K | Buy |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $266K | Buy |
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