Saratoga Large Capitalization Value Portfolio WELL Holdings History
Saratoga Large Capitalization Value Portfolio's Welltower Inc Holding Summary
As of 2025-02-28, Saratoga Large Capitalization Value Portfolio held 6,833.00 shares of Welltower Inc(WELL), totaling $1.05 Mil. This investment constitutes 5.57% of their stock portfolio, and Saratoga Large Capitalization Value Portfolio now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2025Q1. And since then Saratoga Large Capitalization Value Portfolio has made 1 purchases of WELL, at an average price of $135.04, for a total of 6,833.00 shares. Based on historical transaction data and WELL's current price of $160.32, Saratoga Large Capitalization Value Portfolio's estimated gain on his WELL holdings is $172,738.24, reflecting a 18.72% gain to date.
Saratoga Large Capitalization Value Portfolio WELL ($160.32) Holding Chart
Saratoga Large Capitalization Value Portfolio WELL ($160.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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