Alta Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Hold |
2,833
| – | – | 0.16% | 121 |
|
|
2025
Q1 | $434K | Buy |
2,833
+900
| +47% | +$138K | 0.18% | 109 |
|
|
2024
Q4 | $244K | Buy |
1,933
+533
| +38% | +$67.2K | 0.15% | 128 |
|
|
2024
Q3 | $179K | Buy |
1,400
+100
| +8% | +$12.8K | 0.08% | 166 |
|
|
2024
Q2 | $136K | Hold |
1,300
| – | – | 0.07% | 192 |
|
|
2024
Q1 | $121K | Hold |
1,300
| – | – | 0.06% | 235 |
|
|
2023
Q4 | $117K | Hold |
1,300
| – | – | 0.06% | 218 |
|
|
2023
Q3 | $106K | Hold |
1,300
| – | – | 0.06% | 219 |
|
|
2023
Q2 | $105K | Hold |
1,300
| – | – | 0.06% | 231 |
|
|
2023
Q1 | $93.2K | Hold |
1,300
| – | – | 0.06% | 258 |
|
|
2022
Q4 | $85K | Hold |
1,300
| – | – | 0.05% | 269 |
|
|
2022
Q3 | $84K | Buy |
+1,300
| New | +$84K | 0.05% | 245 |
|