Zurich Cantonal Bank’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 | $129M | Buy |
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|
2025
Q1 | $106M | Buy |
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|
2024
Q4 | $68.7M | Buy |
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|
2024
Q3 | $53.4M | Buy |
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|
2024
Q2 | $39.1M | Buy |
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|
2024
Q1 | $33.2M | Buy |
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|
2023
Q4 | $30.7M | Buy |
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|
2023
Q3 | $25.2M | Buy |
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|
2023
Q2 | $24.7M | Buy |
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|
2023
Q1 | $19.2M | Sell |
|
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|
2022
Q4 | $18.1M | Sell |
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|
2022
Q3 | $19.2M | Buy |
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|
2022
Q2 | $22.7M | Buy |
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|
2022
Q1 | $22M | Buy |
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|
2021
Q4 | $18.5M | Sell |
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|
2021
Q3 | $17.9M | Sell |
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|
2021
Q2 | $18.6M | Sell |
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|
2021
Q1 | $16.1M | Buy |
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|
2020
Q4 | $14.4M | Buy |
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|
2020
Q3 | $12.1M | Buy |
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|
2020
Q2 | $10.2M | Sell |
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|
2020
Q1 | $9.66M | Buy |
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|
2019
Q4 | $15.7M | Sell |
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|
2019
Q3 | $20.1M | Sell |
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|
2019
Q2 | $18.1M | Sell |
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|
2019
Q1 | $28.3M | Buy |
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|
2018
Q4 | $21.4M | Sell |
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|
2018
Q3 | $23.7M | Buy |
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|
2018
Q2 | $19.6M | Buy |
|
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|
2018
Q1 | $7.67M | Buy |
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|
2017
Q4 | $8.67M | Buy |
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|
2017
Q3 | $9.54M | Buy |
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|
2017
Q2 | $9.71M | Buy |
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|
2017
Q1 | $8.13M | Buy |
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|
2016
Q4 | $7.29M | Sell |
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|
2016
Q3 | $8.19M | Buy |
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|
2016
Q2 | $6.58M | Buy |
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|
2016
Q1 | $5.59M | Buy |
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|
2015
Q4 | $5.36M | Buy |
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|
2015
Q3 | $0 | Sell |
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|
2015
Q2 | $5.29M | Sell |
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|
2015
Q1 | $6.5M | Buy |
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|
2014
Q4 | $3.73M | Buy |
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|
2014
Q3 | $1.81M | Buy |
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|
2014
Q2 | $1.52M | Sell |
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|
2014
Q1 | $3.31M | Buy |
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|
2013
Q4 | $980K | Buy |
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|
2013
Q3 | $1.01M | Buy |
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|
2013
Q2 | $1.03M | Buy |
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