Westside Investment Management’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 | $208K | Buy |
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|
2025
Q1 | $185K | Hold |
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|
2024
Q4 | $151K | Hold |
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|
2024
Q3 | $138K | Hold |
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|
2024
Q2 | $125K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $98.3K | Hold |
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|
2023
Q2 | $97.6K | Hold |
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|
2023
Q1 | $86K | Hold |
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|
2022
Q4 | $67K | Hold |
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|
2022
Q3 | $64.3K | Hold |
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|
2022
Q2 | $97.8K | Hold |
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|
2022
Q1 | $97.8K | Hold |
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|
2021
Q4 | $83.9K | Hold |
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|
2021
Q3 | $83.9K | Hold |
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|
2021
Q2 | $83.1K | Hold |
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|
2021
Q1 | $71.6K | Hold |
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|
2020
Q4 | $64.6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $931 | Hold |
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|
2018
Q1 | $809 | Hold |
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|
2017
Q4 | $938 | Hold |
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|
2017
Q3 | $1.02K | Hold |
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|
2017
Q2 | $1.09K | Hold |
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|
2017
Q1 | $1.07K | Hold |
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|
2016
Q4 | $996 | Buy |
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