Wealthspire Advisors (New York)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.01M | Buy |
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|
2025
Q3 | $597K | Sell |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $213K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $374K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $299K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $18K | Buy |
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