West Financial 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 | $57K | Hold |
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|
2025
Q2 | $49.2K | Hold |
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|
2025
Q1 | $49K | Hold |
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|
2024
Q4 | $40.3K | Hold |
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|
2024
Q3 | $41K | Hold |
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|
2024
Q2 | $33.4K | Hold |
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|
2024
Q1 | $29.9K | Hold |
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|
2023
Q4 | $28.9K | Hold |
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|
2023
Q3 | $26.2K | Hold |
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|
2023
Q2 | $25.9K | Hold |
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|
2023
Q1 | $22.9K | Hold |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $21K | Buy |
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