180 Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
6,919
+1,041
| +18% | +$160K | 0.15% | 143 |
|
|
2025
Q1 | $901K | Buy |
5,878
+3,188
| +119% | +$488K | 0.14% | 149 |
|
|
2024
Q4 | $339K | Sell |
2,690
-71
| -3% | -$8.95K | 0.05% | 299 |
|
|
2024
Q3 | $353K | Buy |
2,761
+29
| +1% | +$3.71K | 0.06% | 304 |
|
|
2024
Q2 | $286K | Buy |
2,732
+226
| +9% | +$23.7K | 0.05% | 331 |
|
|
2024
Q1 | $234K | Buy |
+2,506
| New | +$234K | 0.04% | 344 |
|