Washington Trust Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Hold |
100
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $15.3K | Hold |
100
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $12.6K | Hold |
100
| – | – | ﹤0.01% | 448 |
|
|
2024
Q3 | $12.8K | Hold |
100
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $9.34K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2023
Q4 | $9.02K | Hold |
100
| – | – | ﹤0.01% | 495 |
|
|
2023
Q3 | $8.19K | Sell |
100
-50
| -33% | -$4.1K | ﹤0.01% | 485 |
|
|
2023
Q2 | $12.1K | Hold |
150
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $10.8K | Sell |
150
-300
| -67% | -$21.5K | ﹤0.01% | 491 |
|
|
2022
Q4 | $29.5K | Hold |
450
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $29K | Hold |
450
| – | – | ﹤0.01% | 468 |
|
|
2022
Q2 | $37K | Hold |
450
| – | – | ﹤0.01% | 447 |
|
|
2022
Q1 | $43K | Sell |
450
-50
| -10% | -$4.78K | ﹤0.01% | 474 |
|
|
2021
Q4 | $43K | Buy |
+500
| New | +$43K | ﹤0.01% | 506 |
|