Advisornet Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
751
-63
| -8% | -$9.68K | 0.01% | 716 |
|
|
2025
Q1 | $125K | Buy |
814
+137
| +20% | +$21K | 0.01% | 659 |
|
|
2024
Q4 | $85.3K | Sell |
677
-389
| -36% | -$49K | 0.01% | 721 |
|
|
2024
Q3 | $137K | Buy |
1,066
+4
| +0.4% | +$512 | 0.01% | 615 |
|
|
2024
Q2 | $111K | Sell |
1,062
-8
| -0.7% | -$834 | 0.01% | 611 |
|
|
2024
Q1 | $100K | Buy |
1,070
+7
| +0.7% | +$654 | 0.01% | 638 |
|
|
2023
Q4 | $95.8K | Buy |
1,063
+347
| +48% | +$31.3K | 0.01% | 654 |
|
|
2023
Q3 | $58.6K | Buy |
716
+53
| +8% | +$4.34K | 0.01% | 744 |
|
|
2023
Q2 | $53.7K | Sell |
663
-120
| -15% | -$9.71K | ﹤0.01% | 792 |
|
|
2023
Q1 | $56.1K | Hold |
783
| – | – | 0.01% | 768 |
|
|
2022
Q4 | $51.3K | Buy |
783
+144
| +23% | +$9.44K | 0.01% | 787 |
|
|
2022
Q3 | $41K | Sell |
639
-252
| -28% | -$16.2K | ﹤0.01% | 903 |
|
|
2022
Q2 | $73K | Buy |
891
+244
| +38% | +$20K | 0.01% | 762 |
|
|
2022
Q1 | $62K | Buy |
647
+7
| +1% | +$671 | ﹤0.01% | 889 |
|
|
2021
Q4 | $55K | Sell |
640
-250
| -28% | -$21.5K | ﹤0.01% | 971 |
|
|
2021
Q3 | $73K | Buy |
890
+4
| +0.5% | +$328 | 0.01% | 892 |
|
|
2021
Q2 | $74K | Buy |
886
+89
| +11% | +$7.43K | ﹤0.01% | 865 |
|
|
2021
Q1 | $57K | Buy |
797
+5
| +0.6% | +$358 | ﹤0.01% | 897 |
|
|
2020
Q4 | $51K | Buy |
792
+5
| +0.6% | +$322 | ﹤0.01% | 860 |
|
|
2020
Q3 | $43K | Buy |
787
+5
| +0.6% | +$273 | ﹤0.01% | 889 |
|
|
2020
Q2 | $40K | Sell |
782
-436
| -36% | -$22.3K | ﹤0.01% | 910 |
|
|
2020
Q1 | $56K | Buy |
1,218
+6
| +0.5% | +$276 | 0.01% | 756 |
|
|
2019
Q4 | $99K | Sell |
1,212
-1,465
| -55% | -$120K | 0.01% | 679 |
|
|
2019
Q3 | $243K | Buy |
2,677
+223
| +9% | +$20.2K | 0.02% | 461 |
|
|
2019
Q2 | $200K | Buy |
2,454
+1,951
| +388% | +$159K | 0.02% | 448 |
|
|
2019
Q1 | $39K | Buy |
503
+5
| +1% | +$388 | ﹤0.01% | 803 |
|
|
2018
Q4 | $35K | Buy |
498
+7
| +1% | +$492 | ﹤0.01% | 774 |
|
|
2018
Q3 | $32K | Buy |
491
+6
| +1% | +$391 | ﹤0.01% | 837 |
|
|
2018
Q2 | $30K | Sell |
485
-13
| -3% | -$804 | ﹤0.01% | 850 |
|
|
2018
Q1 | $27K | Buy |
498
+28
| +6% | +$1.52K | ﹤0.01% | 865 |
|
|
2017
Q4 | $30K | Buy |
+470
| New | +$30K | ﹤0.01% | 778 |
|