Aspect 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 | $6.92K | Hold |
45
| – | – | ﹤0.01% | 334 |
|
|
2025
Q1 | $6.89K | Buy |
45
+3
| +7% | +$460 | ﹤0.01% | 305 |
|
|
2024
Q4 | $5.29K | Hold |
42
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $5.38K | Hold |
42
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $4.38K | Buy |
42
+31
| +282% | +$3.23K | ﹤0.01% | 364 |
|
|
2024
Q1 | $1.03K | Sell |
11
-9
| -45% | -$841 | ﹤0.01% | 486 |
|
|
2023
Q4 | $1.8K | Buy |
+20
| New | +$1.8K | ﹤0.01% | 446 |
|