Windle Wealth’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 | $8.62M | Sell |
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|
2025
Q1 | $8.62M | Sell |
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|
2024
Q4 | $8.21M | Sell |
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|
2024
Q3 | $8.86M | Buy |
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|
2024
Q2 | $7.18M | Sell |
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|
2024
Q1 | $6.7M | Buy |
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|
2023
Q4 | $6.38M | Sell |
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|
2023
Q3 | $6.18M | Sell |
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|
2023
Q2 | $6.15M | Buy |
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|
2023
Q1 | $5.43M | Buy |
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|
2022
Q4 | $4.77M | Buy |
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