Whittier Trust’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 | $529K | Sell |
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|
2025
Q2 | $677K | Buy |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $690K | Hold |
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|
2023
Q1 | $611K | Hold |
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|
2022
Q4 | $559K | Sell |
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $933K | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $933K | Sell |
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|
2021
Q3 | $929K | Sell |
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|
2021
Q2 | $947K | Hold |
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|
2021
Q1 | $817K | Buy |
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|
2020
Q4 | $652K | Sell |
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|
2020
Q3 | $572K | Sell |
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|
2020
Q2 | $539K | Sell |
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|
2020
Q1 | $523K | Buy |
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|
2019
Q4 | $933K | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $913K | Hold |
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|
2019
Q1 | $868K | Sell |
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|
2018
Q4 | $852K | Buy |
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|
2018
Q3 | $721K | Sell |
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|
2018
Q2 | $710K | Buy |
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|
2018
Q1 | $526K | Sell |
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|
2017
Q4 | $617K | Hold |
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|
2017
Q3 | $680K | Hold |
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|
2017
Q2 | $724K | Hold |
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|
2017
Q1 | $685K | Hold |
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|
2016
Q4 | $647K | Hold |
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|
2016
Q3 | $723K | Hold |
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|
2016
Q2 | $737K | Hold |
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|
2016
Q1 | $671K | Sell |
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|
2015
Q4 | $670K | Buy |
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|
2015
Q3 | $68K | Sell |
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|
2015
Q2 | $724K | Buy |
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|
2015
Q1 | $821K | Sell |
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|
2014
Q4 | $816K | Hold |
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|
2014
Q3 | $673K | Sell |
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|
2014
Q2 | $701K | Hold |
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|
2014
Q1 | $666K | Sell |
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|
2013
Q4 | $616K | Sell |
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|
2013
Q3 | $835K | Sell |
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|
2013
Q2 | $982K | Buy |
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