Angeles Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,802
| Closed | -$227K | – | 194 |
|
|
2024
Q4 | $227K | Buy |
1,802
+4
| +0.2% | +$504 | 0.01% | 172 |
|
|
2024
Q3 | $230K | Buy |
+1,798
| New | +$230K | 0.01% | 194 |
|
|
2024
Q2 | – | Sell |
-2,394
| Closed | -$224K | – | 245 |
|
|
2024
Q1 | $224K | Buy |
2,394
+72
| +3% | +$6.73K | 0.01% | 198 |
|
|
2023
Q4 | $209K | Buy |
+2,322
| New | +$209K | 0.01% | 182 |
|
|
2023
Q3 | – | Sell |
-2,670
| Closed | -$216K | – | 220 |
|
|
2023
Q2 | $216K | Buy |
+2,670
| New | +$216K | 0.02% | 144 |
|