AP
Appleton Partners’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
89,430
+7,800
| +10% | +$1.2M | 0.97% | 29 |
|
|
2025
Q1 | $12.5M | Buy |
81,630
+55,511
| +213% | +$8.51M | 0.97% | 33 |
|
|
2024
Q4 | $3.29M | Buy |
26,119
+115
| +0.4% | +$14.5K | 0.24% | 89 |
|
|
2024
Q3 | $3.33M | Sell |
26,004
-200
| -0.8% | -$25.6K | 0.24% | 90 |
|
|
2024
Q2 | $2.73M | Sell |
26,204
-115
| -0.4% | -$12K | 0.21% | 94 |
|
|
2024
Q1 | $2.46M | Buy |
26,319
+1,365
| +5% | +$128K | 0.19% | 103 |
|
|
2023
Q4 | $2.25M | Buy |
24,954
+720
| +3% | +$64.9K | 0.18% | 104 |
|
|
2023
Q3 | $1.99M | Buy |
24,234
+2,415
| +11% | +$198K | 0.18% | 104 |
|
|
2023
Q2 | $1.77M | Buy |
21,819
+12,671
| +139% | +$1.02M | 0.15% | 115 |
|
|
2023
Q1 | $656K | Buy |
9,148
+955
| +12% | +$68.5K | 0.06% | 184 |
|
|
2022
Q4 | $537K | Buy |
+8,193
| New | +$537K | 0.05% | 197 |
|
|
2017
Q3 | – | Sell |
-2,725
| Closed | -$204K | – | 254 |
|
|
2017
Q2 | $204K | Buy |
+2,725
| New | +$204K | 0.03% | 237 |
|
|
2016
Q4 | – | Sell |
-2,725
| Closed | -$204K | – | 215 |
|
|
2016
Q3 | $204K | Hold |
2,725
| – | – | 0.04% | 205 |
|
|
2016
Q2 | $208K | Buy |
+2,725
| New | +$208K | 0.04% | 196 |
|
|
2016
Q1 | – | Sell |
-2,950
| Closed | -$201K | – | 214 |
|
|
2015
Q4 | $201K | Buy |
+2,950
| New | +$201K | 0.04% | 205 |
|
|
2015
Q2 | – | Sell |
-2,950
| Closed | -$228K | – | 191 |
|
|
2015
Q1 | $228K | Sell |
2,950
-125
| -4% | -$9.66K | 0.05% | 168 |
|
|
2014
Q4 | $233K | Buy |
+3,075
| New | +$233K | 0.05% | 164 |
|