Albion Financial 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 | $22.8K | Hold |
148
| – | – | ﹤0.01% | 302 |
|
|
2025
Q1 | $22.7K | Hold |
148
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $18.7K | Buy |
148
+13
| +10% | +$1.64K | ﹤0.01% | 342 |
|
|
2024
Q3 | $17.3K | Hold |
135
| – | – | ﹤0.01% | 306 |
|
|
2024
Q2 | $14.1K | Hold |
135
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $12.6K | Hold |
135
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $12.2K | Hold |
135
| – | – | ﹤0.01% | 298 |
|
|
2023
Q3 | $11.1K | Hold |
135
| – | – | ﹤0.01% | 293 |
|
|
2023
Q2 | $10.9K | Hold |
135
| – | – | ﹤0.01% | 307 |
|
|
2023
Q1 | $9.68K | Hold |
135
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $8.85K | Hold |
135
| – | – | ﹤0.01% | 313 |
|
|
2022
Q3 | $9K | Hold |
135
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $11K | Sell |
135
-65
| -33% | -$5.3K | ﹤0.01% | 317 |
|
|
2022
Q1 | $19K | Sell |
200
-407
| -67% | -$38.7K | ﹤0.01% | 321 |
|
|
2021
Q4 | $52K | Sell |
607
-30
| -5% | -$2.57K | ﹤0.01% | 281 |
|
|
2021
Q3 | $52K | Hold |
637
| – | – | ﹤0.01% | 241 |
|
|
2021
Q2 | $53K | Buy |
+637
| New | +$53K | ﹤0.01% | 247 |
|
|
2020
Q4 | $41K | Buy |
+637
| New | +$41K | ﹤0.01% | 253 |
|