AIA Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.4M | Buy |
15,600
+3,100
| +25% | +$477K | 0.05% | 155 |
|
2025
Q1 | $1.92M | Buy |
12,500
+300
| +2% | +$46K | 0.05% | 177 |
|
2024
Q4 | $1.54M | Sell |
12,200
-1,600
| -12% | -$202K | 0.04% | 175 |
|
2024
Q3 | $1.77M | Buy |
13,800
+600
| +5% | +$76.8K | 0.05% | 173 |
|
2024
Q2 | $1.38M | Buy |
13,200
+800
| +6% | +$83.4K | 0.04% | 194 |
|
2024
Q1 | $1.16M | Sell |
12,400
-600
| -5% | -$56.1K | 0.04% | 200 |
|
2023
Q4 | $1.17M | Sell |
13,000
-100
| -0.8% | -$9.02K | 0.05% | 181 |
|
2023
Q3 | $1.07M | Buy |
+13,100
| New | +$1.07M | 0.05% | 163 |
|
2022
Q2 | – | Sell |
-19,263
| Closed | -$1.85M | – | 549 |
|
2022
Q1 | $1.85M | Buy |
19,263
+18,794
| +4,007% | +$1.81M | 0.08% | 117 |
|
2021
Q4 | $40K | Sell |
469
-30,300
| -98% | -$2.58M | ﹤0.01% | 490 |
|
2021
Q3 | $2.54M | Buy |
+30,769
| New | +$2.54M | 0.14% | 85 |
|