AFA
American Financial Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
13,203
-63
| -0.5% | -$9.69K | 0.28% | 41 |
|
|
2025
Q1 | $2.03M | Sell |
13,266
-319
| -2% | -$48.9K | 0.29% | 40 |
|
|
2024
Q4 | $1.71M | Buy |
13,585
+39
| +0.3% | +$4.92K | 0.24% | 45 |
|
|
2024
Q3 | $1.73M | Sell |
13,546
-63
| -0.5% | -$8.07K | 0.24% | 48 |
|
|
2024
Q2 | $1.42M | Sell |
13,609
-629
| -4% | -$65.6K | 0.2% | 52 |
|
|
2024
Q1 | $1.33M | Sell |
14,238
-169
| -1% | -$15.8K | 0.19% | 53 |
|
|
2023
Q4 | $1.3M | Sell |
14,407
-1,362
| -9% | -$123K | 0.19% | 49 |
|
|
2023
Q3 | $1.29M | Sell |
15,769
-725
| -4% | -$59.4K | 0.2% | 50 |
|
|
2023
Q2 | $1.33M | Sell |
16,494
-76
| -0.5% | -$6.15K | 0.21% | 52 |
|
|
2023
Q1 | $1.19M | Sell |
16,570
-22
| -0.1% | -$1.58K | 0.19% | 51 |
|
|
2022
Q4 | $1.09M | Sell |
16,592
-59
| -0.4% | -$3.87K | 0.18% | 52 |
|
|
2022
Q3 | $1.07M | Sell |
16,651
-55
| -0.3% | -$3.54K | 0.18% | 50 |
|
|
2022
Q2 | $1.38M | Sell |
16,706
-2,910
| -15% | -$240K | 0.37% | 27 |
|
|
2022
Q1 | $1.89M | Sell |
19,616
-2,631
| -12% | -$253K | 0.26% | 44 |
|
|
2021
Q4 | $1.91M | Sell |
22,247
-9,806
| -31% | -$841K | 0.24% | 44 |
|
|
2021
Q3 | $2.64M | Sell |
32,053
-5,935
| -16% | -$489K | 0.35% | 37 |
|
|
2021
Q2 | $3.16M | Sell |
37,988
-15,135
| -28% | -$1.26M | 0.43% | 35 |
|
|
2021
Q1 | $3.81M | Sell |
53,123
-151,973
| -74% | -$10.9M | 0.57% | 32 |
|
|
2020
Q4 | $13.3M | Sell |
205,096
-10,262
| -5% | -$663K | 1.89% | 25 |
|
|
2020
Q3 | $11.9M | Sell |
215,358
-7,263
| -3% | -$400K | 1.93% | 24 |
|
|
2020
Q2 | $11.4M | Buy |
222,621
+17,241
| +8% | +$887K | 1.83% | 24 |
|
|
2020
Q1 | $9.44M | Buy |
205,380
+62,103
| +43% | +$2.85M | 1.69% | 26 |
|
|
2019
Q4 | $12.9M | Buy |
143,277
+333
| +0.2% | +$30.1K | 2.27% | 22 |
|
|
2019
Q3 | $13M | Sell |
142,944
-3,621
| -2% | -$328K | 2.45% | 17 |
|
|
2019
Q2 | $11.9M | Buy |
146,565
+2,218
| +2% | +$181K | 2.33% | 18 |
|
|
2019
Q1 | $11.2M | Buy |
144,347
+73,205
| +103% | +$5.68M | 2.28% | 18 |
|
|
2018
Q4 | $4.94M | Buy |
+71,142
| New | +$4.94M | 1.08% | 25 |
|