Aptus 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 | $7.51M | Buy |
48,847
+3,895
| +9% | +$599K | 0.06% | 224 |
|
|
2025
Q1 | $6.89M | Buy |
44,952
+40,443
| +897% | +$6.2M | 0.07% | 230 |
|
|
2024
Q4 | $568K | Buy |
4,509
+1,213
| +37% | +$153K | 0.01% | 588 |
|
|
2024
Q3 | $422K | Buy |
3,296
+109
| +3% | +$14K | 0.01% | 581 |
|
|
2024
Q2 | $332K | Buy |
3,187
+501
| +19% | +$52.2K | 0.01% | 589 |
|
|
2024
Q1 | $251K | Buy |
2,686
+394
| +17% | +$36.8K | ﹤0.01% | 670 |
|
|
2023
Q4 | $207K | Buy |
+2,292
| New | +$207K | 0.01% | 551 |
|