Wealthcare Advisory Partners’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 | $290K | Buy |
|
|||||
|
2025
Q2 | $235K | Buy |
|
|||||
|
2025
Q1 | $230K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $122K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $57K | Sell |
|
|||||
|
2019
Q4 | $255K | Sell |
|
|||||
|
2019
Q3 | $455K | Sell |
|
|||||
|
2019
Q2 | $436K | Buy |
|
|||||
|
2019
Q1 | $389K | Buy |
|
|||||
|
2018
Q4 | $347K | Sell |
|
|||||
|
2018
Q3 | $330K | Sell |
|
|||||
|
2018
Q2 | $357K | Sell |
|
|||||
|
2018
Q1 | $315K | Buy |
|
|||||
|
2017
Q4 | $337K | Buy |
|
|||||
|
2017
Q3 | $101K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $45K | Buy |
|