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 |
|
|||||
|
2025
Q1 | $17.9K | Hold |
|
|||||
|
2024
Q4 | $14.7K | Hold |
|
|||||
|
2024
Q3 | $15K | Hold |
|
|||||
|
2024
Q2 | $12.2K | Sell |
|
|||||
|
2024
Q1 | $12.6K | Hold |
|
|||||
|
2023
Q4 | $12.2K | Buy |
|
|||||
|
2023
Q3 | $9.59K | Hold |
|
|||||
|
2023
Q2 | $9.46K | Hold |
|
|||||
|
2023
Q1 | $8.39K | Buy |
|
|||||
|
2022
Q4 | $6.55K | Hold |
|
|||||
|
2022
Q3 | $6.43K | Sell |
|
|||||
|
2022
Q2 | $9.06K | Hold |
|
|||||
|
2022
Q1 | $10.6K | Buy |
|
|||||
|
2021
Q4 | $8.58K | Hold |
|
|||||
|
2021
Q3 | $8.24K | Hold |
|
|||||
|
2021
Q2 | $8.31K | Hold |
|
|||||
|
2021
Q1 | $7.16K | Hold |
|
|||||
|
2020
Q4 | $6.46K | Hold |
|
|||||
|
2020
Q3 | $5.51K | Hold |
|
|||||
|
2020
Q2 | $5.17K | Sell |
|
|||||
|
2020
Q1 | $14K | Hold |
|
|||||
|
2019
Q4 | $24.9K | Hold |
|
|||||
|
2019
Q3 | $27.6K | Hold |
|
|||||
|
2019
Q2 | $24.9K | Hold |
|
|||||
|
2019
Q1 | $23.7K | Hold |
|
|||||
|
2018
Q4 | $21.2K | Hold |
|
|||||
|
2018
Q3 | $19.6K | Hold |
|
|||||
|
2018
Q2 | $19.1K | Hold |
|
|||||
|
2018
Q1 | $16.6K | Hold |
|
|||||
|
2017
Q4 | $19.4K | Sell |
|
|||||
|
2017
Q3 | $23.5K | Sell |
|
|||||
|
2017
Q2 | $28.2K | Hold |
|
|||||
|
2017
Q1 | $26.7K | Sell |
|
|||||
|
2016
Q4 | $25.8K | Buy |
|