Westover Capital 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 | $3.94M | Sell |
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|
2025
Q1 | $4.42M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $4.18M | Sell |
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|
2024
Q2 | $3.42M | Buy |
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|
2024
Q1 | $3.02M | Sell |
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|
2023
Q4 | $3.02M | Buy |
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|
2023
Q3 | $2.55M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $323K | Buy |
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|
2013
Q2 | $221K | Buy |
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