Woodmont Investment Counsel’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 | $318K | Hold |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $216K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $144K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $124K | Sell |
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|
2015
Q4 | $140K | Buy |
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|
2015
Q3 | $121K | Hold |
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|
2015
Q2 | $117K | Buy |
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