West Paces 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
Q2 | – | Sell |
-117
| Closed | -$17.9K | – | 563 |
|
|
2025
Q1 | $17.9K | Hold |
117
| – | – | ﹤0.01% | 305 |
|
|
2024
Q4 | $14.7K | Hold |
117
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $15K | Hold |
117
| – | – | ﹤0.01% | 320 |
|
|
2024
Q2 | $12.2K | Sell |
117
-18
| -13% | -$1.76K | ﹤0.01% | 331 |
|
|
2024
Q1 | $12.6K | Hold |
135
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $12.2K | Buy |
135
+18
| +15% | +$1.56K | ﹤0.01% | 343 |
|
|
2023
Q3 | $9.59K | Hold |
117
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $9.46K | Hold |
117
| – | – | ﹤0.01% | 372 |
|
|
2023
Q1 | $8.39K | Buy |
117
+17
| +17% | +$1.23K | ﹤0.01% | 380 |
|
|
2022
Q4 | $6.55K | Hold |
100
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $6.43K | Sell |
100
-10
| -9% | -$782 | ﹤0.01% | 373 |
|
|
2022
Q2 | $9.06K | Hold |
110
| – | – | ﹤0.01% | 375 |
|
|
2022
Q1 | $10.6K | Buy |
110
+10
| +10% | +$869 | ﹤0.01% | 368 |
|
|
2021
Q4 | $8.58K | Hold |
100
| – | – | ﹤0.01% | 390 |
|
|
2021
Q3 | $8.24K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2021
Q2 | $8.31K | Hold |
100
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $7.16K | Hold |
100
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $6.46K | Hold |
100
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $5.51K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2020
Q2 | $5.17K | Sell |
100
-205
| -67% | -$10.1K | ﹤0.01% | 363 |
|
|
2020
Q1 | $14K | Hold |
305
| – | – | 0.01% | 271 |
|
|
2019
Q4 | $24.9K | Hold |
305
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $27.6K | Hold |
305
| – | – | 0.02% | 227 |
|
|
2019
Q2 | $24.9K | Hold |
305
| – | – | 0.02% | 229 |
|
|
2019
Q1 | $23.7K | Hold |
305
| – | – | 0.02% | 235 |
|
|
2018
Q4 | $21.2K | Hold |
305
| – | – | 0.02% | 237 |
|
|
2018
Q3 | $19.6K | Hold |
305
| – | – | 0.01% | 255 |
|
|
2018
Q2 | $19.1K | Hold |
305
| – | – | 0.01% | 259 |
|
|
2018
Q1 | $16.6K | Hold |
305
| – | – | 0.01% | 262 |
|
|
2017
Q4 | $19.4K | Sell |
305
-29
| -9% | -$1.95K | 0.01% | 264 |
|
|
2017
Q3 | $23.5K | Sell |
334
-43
| -11% | -$3.13K | 0.02% | 244 |
|
|
2017
Q2 | $28.2K | Hold |
377
| – | – | 0.02% | 229 |
|
|
2017
Q1 | $26.7K | Sell |
377
-9
| -2% | -$607 | 0.02% | 225 |
|
|
2016
Q4 | $25.8K | Buy |
+386
| New | +$25.6K | 0.02% | 239 |
|
Other funds holding WELL
