Arkadios Wealth 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 | $1.49M | Buy |
9,702
+465
| +5% | +$71.5K | 0.04% | 420 |
|
|
2025
Q1 | $1.42M | Buy |
9,237
+2,819
| +44% | +$432K | 0.05% | 366 |
|
|
2024
Q4 | $809K | Sell |
6,418
-68
| -1% | -$8.57K | 0.04% | 386 |
|
|
2024
Q3 | $830K | Sell |
6,486
-577
| -8% | -$73.9K | 0.05% | 372 |
|
|
2024
Q2 | $736K | Buy |
7,063
+19
| +0.3% | +$1.98K | 0.05% | 353 |
|
|
2024
Q1 | $658K | Sell |
7,044
-34
| -0.5% | -$3.18K | 0.05% | 328 |
|
|
2023
Q4 | $638K | Sell |
7,078
-3,163
| -31% | -$285K | 0.05% | 308 |
|
|
2023
Q3 | $839K | Sell |
10,241
-365
| -3% | -$29.9K | 0.08% | 240 |
|
|
2023
Q2 | $858K | Sell |
10,606
-2,067
| -16% | -$167K | 0.1% | 209 |
|
|
2023
Q1 | $909K | Sell |
12,673
-7
| -0.1% | -$502 | 0.11% | 200 |
|
|
2022
Q4 | $831K | Sell |
12,680
-654
| -5% | -$42.9K | 0.11% | 196 |
|
|
2022
Q3 | $858K | Sell |
13,334
-1,659
| -11% | -$107K | 0.13% | 180 |
|
|
2022
Q2 | $1.24M | Sell |
14,993
-602
| -4% | -$49.6K | 0.18% | 149 |
|
|
2022
Q1 | $1.5M | Sell |
15,595
-1,612
| -9% | -$155K | 0.2% | 129 |
|
|
2021
Q4 | $1.48M | Buy |
17,207
+5,016
| +41% | +$430K | 0.2% | 120 |
|
|
2021
Q3 | $1M | Sell |
12,191
-18
| -0.1% | -$1.48K | 0.14% | 164 |
|
|
2021
Q2 | $1.01M | Buy |
12,209
+8,715
| +249% | +$724K | 0.12% | 197 |
|
|
2021
Q1 | $250K | Buy |
3,494
+428
| +14% | +$30.6K | 0.04% | 372 |
|
|
2020
Q4 | $198K | Sell |
3,066
-9,874
| -76% | -$638K | 0.04% | 327 |
|
|
2020
Q3 | $702K | Buy |
12,940
+731
| +6% | +$39.7K | 0.35% | 61 |
|
|
2020
Q2 | $610K | Buy |
12,209
+8,392
| +220% | +$419K | 0.34% | 63 |
|
|
2020
Q1 | $175K | Buy |
3,817
+5
| +0.1% | +$229 | 0.11% | 159 |
|
|
2019
Q4 | $334K | Buy |
+3,812
| New | +$334K | 0.2% | 112 |
|