Waverly 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
Q3 | $7.32M | Sell |
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|
2025
Q2 | $7.79M | Buy |
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|
2025
Q1 | $7.6M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $951K | Sell |
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|
2023
Q3 | $869K | Buy |
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|
2023
Q2 | $853K | Buy |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $577K | Hold |
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|
2022
Q2 | $738K | Sell |
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|
2022
Q1 | $864K | Hold |
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|
2021
Q4 | $720K | Buy |
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|
2021
Q3 | $764K | Hold |
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|
2021
Q2 | $763K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $234K | Buy |
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|
2017
Q3 | $241K | Buy |
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|
2017
Q2 | $249K | Sell |
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|
2017
Q1 | $238K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $8K | Sell |
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|
2014
Q3 | $12K | Buy |
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|
2014
Q2 | $12K | Buy |
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|
2014
Q1 | $12K | Sell |
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|
2013
Q4 | $32K | Buy |
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|
2013
Q3 | $33K | Buy |
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