American National Bank & Trust’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.46K | Hold |
55
| – | – | ﹤0.01% | 547 |
|
2025
Q1 | $8.43K | Hold |
55
| – | – | ﹤0.01% | 481 |
|
2024
Q4 | $6.93K | Hold |
55
| – | – | ﹤0.01% | 450 |
|
2024
Q3 | $7.04K | Hold |
55
| – | – | ﹤0.01% | 424 |
|
2024
Q2 | $5.73K | Buy |
+55
| New | +$5.73K | ﹤0.01% | 485 |
|
2023
Q1 | – | Sell |
-15
| Closed | -$1K | – | 660 |
|
2022
Q4 | $1K | Sell |
15
-28
| -65% | -$1.87K | ﹤0.01% | 601 |
|
2022
Q3 | $3K | Buy |
43
+15
| +54% | +$1.05K | ﹤0.01% | 478 |
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 415 |
|
2022
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 400 |
|