Wedbush Securities’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 | $421K | Buy |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $445K | Sell |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $228K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $263K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $455K | Buy |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $787K | Sell |
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|
2018
Q2 | $789K | Sell |
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|
2018
Q1 | $764K | Buy |
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|
2017
Q4 | $654K | Sell |
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|
2017
Q3 | $826K | Buy |
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|
2017
Q2 | $743K | Buy |
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|
2017
Q1 | $647K | Buy |
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|
2016
Q4 | $234K | Sell |
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|
2016
Q3 | $281K | Sell |
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|
2016
Q2 | $337K | Sell |
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|
2016
Q1 | $336K | Buy |
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|
2015
Q4 | $310K | Sell |
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|
2015
Q3 | $311K | Buy |
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|
2015
Q2 | $242K | Sell |
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|
2015
Q1 | $482K | Buy |
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|
2014
Q4 | $397K | Buy |
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|
2014
Q3 | $288K | Buy |
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|
2014
Q2 | $287K | Buy |
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|
2014
Q1 | $238K | Sell |
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|
2013
Q4 | $220K | Buy |
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