Ameritas Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Sell |
5,710
-916
| -14% | -$141K | 0.05% | 383 |
|
|
2025
Q1 | $953K | Sell |
6,626
-970
| -13% | -$140K | 0.04% | 408 |
|
|
2024
Q4 | $957K | Buy |
7,596
+148
| +2% | +$18.7K | 0.03% | 427 |
|
|
2024
Q3 | $954K | Buy |
7,448
+1,023
| +16% | +$131K | 0.04% | 397 |
|
|
2024
Q2 | $670K | Buy |
6,425
+196
| +3% | +$20.4K | 0.03% | 508 |
|
|
2024
Q1 | $588K | Buy |
6,229
+2,879
| +86% | +$272K | 0.02% | 510 |
|
|
2023
Q4 | $296K | Buy |
3,350
+272
| +9% | +$24.1K | 0.02% | 556 |
|
|
2023
Q3 | $259K | Buy |
+3,078
| New | +$259K | 0.01% | 675 |
|
|
2023
Q2 | – | Sell |
-3,126
| Closed | -$228K | – | 2508 |
|
|
2023
Q1 | $228K | Sell |
3,126
-1,140
| -27% | -$83.1K | 0.01% | 728 |
|
|
2022
Q4 | $280K | Buy |
+4,266
| New | +$280K | 0.01% | 736 |
|
|
2022
Q3 | – | Sell |
-2,715
| Closed | -$224K | – | 812 |
|
|
2022
Q2 | $224K | Buy |
+2,715
| New | +$224K | 0.01% | 716 |
|