AlphaCore Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Buy |
4,901
+37
| +0.8% | +$5.69K | 0.03% | 300 |
|
|
2025
Q1 | $745K | Buy |
4,864
+342
| +8% | +$52.4K | 0.06% | 204 |
|
|
2024
Q4 | $570K | Sell |
4,522
-118
| -3% | -$14.9K | 0.12% | 107 |
|
|
2024
Q3 | $594K | Buy |
4,640
+110
| +2% | +$14.1K | 0.13% | 98 |
|
|
2024
Q2 | $472K | Buy |
4,530
+69
| +2% | +$7.19K | 0.11% | 109 |
|
|
2024
Q1 | $417K | Buy |
4,461
+76
| +2% | +$7.1K | 0.11% | 106 |
|
|
2023
Q4 | $395K | Hold |
4,385
| – | – | 0.06% | 161 |
|
|
2023
Q3 | $359K | Sell |
4,385
-75
| -2% | -$6.14K | 0.06% | 171 |
|
|
2023
Q2 | $361K | Buy |
4,460
+150
| +3% | +$12.1K | 0.06% | 158 |
|
|
2023
Q1 | $309K | Buy |
4,310
+50
| +1% | +$3.59K | 0.08% | 105 |
|
|
2022
Q4 | $279K | Buy |
+4,260
| New | +$279K | 0.11% | 65 |
|
|
2022
Q3 | – | Sell |
-2,560
| Closed | -$211K | – | 165 |
|
|
2022
Q2 | $211K | Buy |
2,560
+75
| +3% | +$6.18K | 0.1% | 67 |
|
|
2022
Q1 | $239K | Buy |
+2,485
| New | +$239K | 0.09% | 63 |
|
|
2020
Q2 | – | Sell |
-170
| Closed | -$8K | – | 306 |
|
|
2020
Q1 | $8K | Buy |
+170
| New | +$8K | 0.01% | 233 |
|