Anchor Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.8K | Buy |
350
+50
| +17% | +$7.69K | ﹤0.01% | 569 |
|
|
2025
Q1 | $46K | Buy |
+300
| New | +$46K | ﹤0.01% | 582 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$934 | – | 1077 |
|
|
2024
Q1 | $934 | Sell |
10
-240
| -96% | -$22.4K | ﹤0.01% | 990 |
|
|
2023
Q4 | $22.5K | Hold |
250
| – | – | ﹤0.01% | 638 |
|
|
2023
Q3 | $20.5K | Hold |
250
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $20.2K | Hold |
250
| – | – | ﹤0.01% | 641 |
|
|
2023
Q1 | $17.9K | Hold |
250
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $16.4K | Hold |
250
| – | – | ﹤0.01% | 664 |
|
|
2022
Q3 | $16.1K | Hold |
250
| – | – | ﹤0.01% | 667 |
|
|
2022
Q2 | $20.6K | Sell |
250
-50
| -17% | -$4.12K | ﹤0.01% | 647 |
|
|
2022
Q1 | $28.8K | Hold |
300
| – | – | ﹤0.01% | 610 |
|
|
2021
Q4 | $25.7K | Hold |
300
| – | – | ﹤0.01% | 657 |
|
|
2021
Q3 | $24.7K | Hold |
300
| – | – | ﹤0.01% | 617 |
|
|
2021
Q2 | $24.9K | Hold |
300
| – | – | ﹤0.01% | 630 |
|
|
2021
Q1 | $21.5K | Hold |
300
| – | – | ﹤0.01% | 621 |
|
|
2020
Q4 | $19.4K | Hold |
300
| – | – | ﹤0.01% | 600 |
|
|
2020
Q3 | $16.5K | Sell |
300
-5,200
| -95% | -$286K | ﹤0.01% | 590 |
|
|
2020
Q2 | $285K | Hold |
5,500
| – | – | 0.06% | 212 |
|
|
2020
Q1 | $252K | Hold |
5,500
| – | – | 0.07% | 215 |
|
|
2019
Q4 | $450K | Hold |
5,500
| – | – | 0.1% | 185 |
|
|
2019
Q3 | $499K | Hold |
5,500
| – | – | 0.11% | 174 |
|
|
2019
Q2 | $448K | Hold |
5,500
| – | – | 0.11% | 180 |
|
|
2019
Q1 | $427K | Hold |
5,500
| – | – | 0.11% | 186 |
|
|
2018
Q4 | $382K | Hold |
5,500
| – | – | 0.11% | 190 |
|
|
2018
Q3 | $354K | Hold |
5,500
| – | – | 0.08% | 220 |
|
|
2018
Q2 | $345K | Hold |
5,500
| – | – | 0.09% | 223 |
|
|
2018
Q1 | $299K | Buy |
5,500
+5,100
| +1,275% | +$278K | 0.08% | 238 |
|
|
2017
Q4 | $25.5K | Buy |
400
+200
| +100% | +$12.8K | 0.01% | 543 |
|
|
2017
Q3 | $14.1K | Hold |
200
| – | – | ﹤0.01% | 584 |
|
|
2017
Q2 | $15K | Hold |
200
| – | – | 0.01% | 522 |
|
|
2017
Q1 | $14.2K | Sell |
200
-125
| -38% | -$8.85K | ﹤0.01% | 528 |
|
|
2016
Q4 | $21.8K | Hold |
325
| – | – | 0.01% | 465 |
|
|
2016
Q3 | $24.3K | Hold |
325
| – | – | 0.01% | 431 |
|
|
2016
Q2 | $24.8K | Hold |
325
| – | – | 0.01% | 423 |
|
|
2016
Q1 | $22.5K | Buy |
+325
| New | +$22.5K | 0.01% | 415 |
|