Arax Advisory Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
1,746
+273
| +19% | +$42K | 0.01% | 559 |
|
|
2025
Q1 | $226K | Buy |
1,473
+434
| +42% | +$66.5K | 0.01% | 496 |
|
|
2024
Q4 | $131K | Buy |
1,039
+521
| +101% | +$65.7K | 0.01% | 598 |
|
|
2024
Q3 | $66.3K | Buy |
518
+9
| +2% | +$1.15K | 0.01% | 618 |
|
|
2024
Q2 | $53K | Buy |
509
+98
| +24% | +$10.2K | 0.01% | 632 |
|
|
2024
Q1 | $38.4K | Sell |
411
-12
| -3% | -$1.12K | ﹤0.01% | 546 |
|
|
2023
Q4 | $38.1K | Sell |
423
-9
| -2% | -$811 | ﹤0.01% | 532 |
|
|
2023
Q3 | $35.4K | Buy |
432
+27
| +7% | +$2.21K | ﹤0.01% | 506 |
|
|
2023
Q2 | $32.8K | Buy |
405
+77
| +23% | +$6.23K | ﹤0.01% | 516 |
|
|
2023
Q1 | $23.5K | Buy |
328
+3
| +0.9% | +$215 | ﹤0.01% | 561 |
|
|
2022
Q4 | $21.3K | Sell |
325
-13
| -4% | -$853 | ﹤0.01% | 549 |
|
|
2022
Q3 | $22K | Buy |
338
+7
| +2% | +$456 | ﹤0.01% | 558 |
|
|
2022
Q2 | $27K | Buy |
331
+13
| +4% | +$1.06K | ﹤0.01% | 528 |
|
|
2022
Q1 | $31K | Sell |
318
-49
| -13% | -$4.78K | ﹤0.01% | 524 |
|
|
2021
Q4 | $32K | Buy |
367
+19
| +5% | +$1.66K | ﹤0.01% | 522 |
|
|
2021
Q3 | $29K | Buy |
348
+3
| +0.9% | +$250 | ﹤0.01% | 523 |
|
|
2021
Q2 | $29K | Buy |
+345
| New | +$29K | ﹤0.01% | 540 |
|
|
2020
Q4 | $20K | Buy |
306
+3
| +1% | +$196 | ﹤0.01% | 504 |
|
|
2020
Q3 | $17K | Buy |
303
+3
| +1% | +$168 | ﹤0.01% | 489 |
|
|
2020
Q2 | $16K | Buy |
300
+4
| +1% | +$213 | ﹤0.01% | 498 |
|
|
2020
Q1 | $14K | Buy |
296
+3
| +1% | +$142 | ﹤0.01% | 499 |
|
|
2019
Q4 | $24K | Buy |
293
+3
| +1% | +$246 | 0.01% | 404 |
|
|
2019
Q3 | $26K | Buy |
290
+3
| +1% | +$269 | 0.01% | 395 |
|
|
2019
Q2 | $23K | Buy |
+287
| New | +$23K | 0.01% | 398 |
|
|
2018
Q4 | $19K | Buy |
281
+4
| +1% | +$270 | 0.01% | 379 |
|
|
2018
Q3 | $18K | Sell |
277
-789
| -74% | -$51.3K | 0.01% | 420 |
|
|
2018
Q2 | $66K | Sell |
1,066
-7
| -0.7% | -$433 | 0.03% | 200 |
|
|
2018
Q1 | $58K | Buy |
1,073
+785
| +273% | +$42.4K | 0.03% | 192 |
|
|
2017
Q4 | $18K | Sell |
288
-175
| -38% | -$10.9K | 0.01% | 290 |
|
|
2017
Q3 | $32K | Buy |
463
+112
| +32% | +$7.74K | 0.02% | 253 |
|
|
2017
Q2 | $26K | Buy |
351
+73
| +26% | +$5.41K | 0.01% | 280 |
|
|
2017
Q1 | $19K | Buy |
278
+3
| +1% | +$205 | 0.01% | 287 |
|
|
2016
Q4 | $18K | Buy |
+275
| New | +$18K | 0.01% | 274 |
|