Wells Fargo’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195M | Buy |
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|
2025
Q1 | $160M | Buy |
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|
2024
Q4 | $131M | Sell |
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|
2024
Q3 | $137M | Buy |
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|
2024
Q2 | $111M | Buy |
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|
2024
Q1 | $90M | Buy |
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|
2023
Q4 | $81.4M | Sell |
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|
2023
Q3 | $74.3M | Sell |
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|
2023
Q2 | $87M | Sell |
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|
2023
Q1 | $80.4M | Sell |
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|
2022
Q4 | $79.7M | Buy |
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|
2022
Q3 | $67.2M | Buy |
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|
2022
Q2 | $84M | Sell |
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|
2022
Q1 | $111M | Sell |
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|
2021
Q4 | $103M | Sell |
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|
2021
Q3 | $113M | Buy |
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|
2021
Q2 | $102M | Buy |
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|
2021
Q1 | $87.5M | Sell |
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|
2020
Q4 | $92.7M | Buy |
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|
2020
Q3 | $78.6M | Sell |
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|
2020
Q2 | $79.1M | Sell |
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|
2020
Q1 | $98.3M | Sell |
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|
2019
Q4 | $512M | Buy |
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|
2019
Q3 | $562M | Sell |
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|
2019
Q2 | $517M | Sell |
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|
2019
Q1 | $492M | Sell |
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|
2018
Q4 | $463M | Sell |
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|
2018
Q3 | $442M | Sell |
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|
2018
Q2 | $443M | Sell |
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|
2018
Q1 | $389M | Buy |
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|
2017
Q4 | $443M | Buy |
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|
2017
Q3 | $413M | Buy |
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|
2017
Q2 | $429M | Buy |
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|
2017
Q1 | $285M | Buy |
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|
2016
Q4 | $244M | Buy |
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|
2016
Q3 | $250M | Buy |
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|
2016
Q2 | $232M | Buy |
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|
2016
Q1 | $188M | Buy |
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|
2015
Q4 | $169M | Buy |
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|
2015
Q3 | $160M | Buy |
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|
2015
Q2 | $155M | Sell |
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|
2015
Q1 | $227M | Buy |
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|
2014
Q4 | $212M | Buy |
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|
2014
Q3 | $163M | Buy |
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|
2014
Q2 | $153M | Buy |
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|
2014
Q1 | $136M | Buy |
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|
2013
Q4 | $107M | Sell |
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|
2013
Q3 | $149M | Buy |
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|
2013
Q2 | $152M | Buy |
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