Wharton Business Group’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 | $232K | Hold |
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|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $391K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Hold |
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|
2019
Q3 | $232K | Hold |
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|
2019
Q2 | $208K | Buy |
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