Annis Gardner Whiting Capital Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
1,256
+229
| +22% | +$35.2K | 0.07% | 214 |
|
|
2025
Q1 | $157K | Buy |
1,027
+191
| +23% | +$29.3K | 0.07% | 208 |
|
|
2024
Q4 | $105K | Sell |
836
-15
| -2% | -$1.89K | 0.03% | 271 |
|
|
2024
Q3 | $109K | Buy |
851
+102
| +14% | +$13.1K | 0.03% | 280 |
|
|
2024
Q2 | $78.1K | Buy |
749
+79
| +12% | +$8.24K | 0.02% | 339 |
|
|
2024
Q1 | $62.6K | Sell |
670
-66
| -9% | -$6.17K | 0.02% | 353 |
|
|
2023
Q4 | $66.4K | Sell |
736
-11
| -1% | -$992 | 0.03% | 271 |
|
|
2023
Q3 | $61.2K | Buy |
+747
| New | +$61.2K | 0.03% | 267 |
|