Advisory Services Network’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
2,243
-349
| -13% | -$57.6K | 0.01% | 1302 |
|
|
2025
Q1 | $397K | Sell |
2,592
-53
| -2% | -$8.12K | 0.01% | 1164 |
|
|
2024
Q4 | $333K | Sell |
2,645
-264
| -9% | -$33.3K | 0.01% | 1242 |
|
|
2024
Q3 | $303K | Hold |
2,909
| – | – | 0.01% | 1203 |
|
|
2024
Q2 | $303K | Sell |
2,909
-340
| -10% | -$35.4K | 0.01% | 1203 |
|
|
2024
Q1 | $304K | Buy |
3,249
+10
| +0.3% | +$935 | 0.01% | 1149 |
|
|
2023
Q4 | $292K | Sell |
3,239
-300
| -8% | -$27.1K | 0.01% | 1101 |
|
|
2023
Q3 | $290K | Sell |
3,539
-256
| -7% | -$21K | 0.01% | 1150 |
|
|
2023
Q2 | $307K | Sell |
3,795
-91
| -2% | -$7.36K | 0.01% | 1117 |
|
|
2023
Q1 | $279K | Sell |
3,886
-96
| -2% | -$6.88K | 0.01% | 1168 |
|
|
2022
Q4 | $261K | Buy |
3,982
+155
| +4% | +$10.2K | 0.01% | 1145 |
|
|
2022
Q3 | $247K | Buy |
3,827
+250
| +7% | +$16.1K | 0.01% | 1113 |
|
|
2022
Q2 | $294K | Buy |
3,577
+7
| +0.2% | +$575 | 0.01% | 1083 |
|
|
2022
Q1 | $344K | Buy |
3,570
+327
| +10% | +$31.5K | 0.01% | 1079 |
|
|
2021
Q4 | $278K | Buy |
3,243
+392
| +14% | +$33.6K | 0.01% | 1169 |
|
|
2021
Q3 | $235K | Sell |
2,851
-2,110
| -43% | -$174K | 0.01% | 1207 |
|
|
2021
Q2 | $412K | Buy |
4,961
+192
| +4% | +$15.9K | 0.01% | 953 |
|
|
2021
Q1 | $342K | Buy |
4,769
+577
| +14% | +$41.4K | 0.01% | 971 |
|
|
2020
Q4 | $270K | Sell |
4,192
-1,921
| -31% | -$124K | 0.01% | 959 |
|
|
2020
Q3 | $336K | Sell |
6,113
-2,076
| -25% | -$114K | 0.02% | 782 |
|
|
2020
Q2 | $424K | Sell |
8,189
-1,593
| -16% | -$82.5K | 0.02% | 662 |
|
|
2020
Q1 | $448K | Sell |
9,782
-10,379
| -51% | -$475K | 0.03% | 554 |
|
|
2019
Q4 | $1.65M | Buy |
20,161
+5,302
| +36% | +$433K | 0.09% | 292 |
|
|
2019
Q3 | $1.21M | Hold |
14,859
| – | – | 0.07% | 333 |
|
|
2019
Q2 | $1.21M | Buy |
14,859
+2,272
| +18% | +$185K | 0.07% | 333 |
|
|
2019
Q1 | $977K | Sell |
12,587
-2,679
| -18% | -$208K | 0.07% | 361 |
|
|
2018
Q4 | $1.06M | Buy |
15,266
+207
| +1% | +$14.4K | 0.09% | 297 |
|
|
2018
Q3 | $968K | Buy |
15,059
+3
| +0% | +$193 | 0.07% | 350 |
|
|
2018
Q2 | $968K | Sell |
15,056
-4,765
| -24% | -$306K | 0.07% | 350 |
|
|
2018
Q1 | $1.08M | Buy |
19,821
+16,295
| +462% | +$887K | 0.09% | 316 |
|
|
2017
Q4 | $225K | Buy |
3,526
+1,059
| +43% | +$67.6K | 0.02% | 732 |
|
|
2017
Q3 | $173K | Buy |
2,467
+828
| +51% | +$58.1K | 0.02% | 698 |
|
|
2017
Q2 | $123K | Sell |
1,639
-182
| -10% | -$13.7K | 0.02% | 773 |
|
|
2017
Q1 | $129K | Buy |
+1,821
| New | +$129K | 0.02% | 738 |
|
|
2016
Q3 | $126K | Buy |
1,690
+756
| +81% | +$56.4K | 0.02% | 630 |
|
|
2016
Q2 | $71K | Buy |
934
+173
| +23% | +$13.2K | 0.02% | 697 |
|
|
2016
Q1 | $53K | Buy |
761
+3
| +0.4% | +$209 | 0.01% | 648 |
|
|
2015
Q4 | $52K | Buy |
758
+3
| +0.4% | +$206 | 0.02% | 575 |
|
|
2015
Q3 | $51K | Hold |
755
| – | – | 0.02% | 526 |
|
|
2015
Q2 | $50K | Buy |
755
+30
| +4% | +$1.99K | 0.01% | 505 |
|
|
2015
Q1 | $58K | Sell |
725
-851
| -54% | -$68.1K | 0.02% | 461 |
|
|
2014
Q4 | $131K | Buy |
+1,576
| New | +$131K | 0.04% | 290 |
|