Accurate Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
1,750
+4
| +0.2% | +$611 | 0.04% | 373 |
|
|
2025
Q1 | $249K | Buy |
1,746
+48
| +3% | +$6.85K | 0.05% | 329 |
|
|
2024
Q4 | $212K | Buy |
1,698
+68
| +4% | +$8.49K | 0.04% | 359 |
|
|
2024
Q3 | $211K | Buy |
+1,630
| New | +$211K | 0.04% | 355 |
|
|
2023
Q1 | – | Sell |
-2,154
| Closed | -$149K | – | 1458 |
|
|
2022
Q4 | $149K | Buy |
+2,154
| New | +$149K | 0.05% | 244 |
|
|
2022
Q3 | – | Sell |
-3,727
| Closed | -$307K | – | 213 |
|
|
2022
Q2 | $307K | Sell |
3,727
-107
| -3% | -$8.81K | 0.17% | 108 |
|
|
2022
Q1 | $369K | Sell |
3,834
-230
| -6% | -$22.1K | 0.17% | 108 |
|
|
2021
Q4 | $348K | Buy |
4,064
+41
| +1% | +$3.51K | 0.28% | 95 |
|
|
2021
Q3 | $332K | Buy |
4,023
+255
| +7% | +$21K | 0.29% | 98 |
|
|
2021
Q2 | $313K | Buy |
+3,768
| New | +$313K | 0.28% | 91 |
|