Advance Capital 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 | $2.1M | Buy |
13,678
+8
| +0.1% | +$1.23K | 0.1% | 40 |
|
|
2025
Q1 | $2.09M | Hold |
13,670
| – | – | 0.1% | 35 |
|
|
2024
Q4 | $1.72M | Sell |
13,670
-3
| -0% | -$378 | 0.08% | 34 |
|
|
2024
Q3 | $1.75M | Hold |
13,673
| – | – | 0.08% | 37 |
|
|
2024
Q2 | $1.43M | Buy |
13,673
+82
| +0.6% | +$8.55K | 0.07% | 39 |
|
|
2024
Q1 | $1.27M | Hold |
13,591
| – | – | 0.09% | 39 |
|
|
2023
Q4 | $1.23M | Hold |
13,591
| – | – | 0.1% | 29 |
|
|
2023
Q3 | $1.11M | Buy |
13,591
+3
| +0% | +$246 | 0.1% | 32 |
|
|
2023
Q2 | $1.1M | Hold |
13,588
| – | – | 0.12% | 31 |
|
|
2023
Q1 | $974K | Hold |
13,588
| – | – | 0.17% | 31 |
|
|
2022
Q4 | $891K | Hold |
13,588
| – | – | 0.12% | 32 |
|
|
2022
Q3 | $874K | Hold |
13,588
| – | – | 0.11% | 28 |
|
|
2022
Q2 | $1.12M | Hold |
13,588
| – | – | 0.13% | 22 |
|
|
2022
Q1 | $1.31M | Hold |
13,588
| – | – | 0.16% | 20 |
|
|
2021
Q4 | $1.17M | Buy |
+13,588
| New | +$1.17M | 0.24% | 21 |
|