Atlas 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 | $60.6K | Hold |
394
| – | – | 0.01% | 599 |
|
|
2025
Q1 | $60.4K | Hold |
394
| – | – | 0.01% | 605 |
|
|
2024
Q4 | $49.7K | Hold |
394
| – | – | 0.01% | 610 |
|
|
2024
Q3 | $50.4K | Hold |
394
| – | – | 0.01% | 579 |
|
|
2024
Q2 | $41.1K | Hold |
394
| – | – | 0.01% | 612 |
|
|
2024
Q1 | $36.8K | Sell |
394
-45
| -10% | -$4.21K | 0.01% | 610 |
|
|
2023
Q4 | $39.6K | Hold |
439
| – | – | 0.01% | 618 |
|
|
2023
Q3 | $36K | Hold |
439
| – | – | 0.01% | 573 |
|
|
2023
Q2 | $35.5K | Hold |
439
| – | – | 0.01% | 612 |
|
|
2023
Q1 | $31.5K | Hold |
439
| – | – | 0.01% | 622 |
|
|
2022
Q4 | $28.8K | Hold |
439
| – | – | ﹤0.01% | 620 |
|
|
2022
Q3 | $28.2K | Hold |
439
| – | – | 0.01% | 612 |
|
|
2022
Q2 | $36.2K | Hold |
439
| – | – | 0.01% | 606 |
|
|
2022
Q1 | $42.2K | Hold |
439
| – | – | 0.01% | 562 |
|
|
2021
Q4 | $37.7K | Hold |
439
| – | – | 0.01% | 560 |
|
|
2021
Q3 | $36.2K | Hold |
439
| – | – | 0.01% | 561 |
|
|
2021
Q2 | $36.5K | Buy |
439
+22
| +5% | +$1.83K | 0.01% | 567 |
|
|
2021
Q1 | $29.9K | Hold |
417
| – | – | 0.01% | 547 |
|
|
2020
Q4 | $26.9K | Buy |
+417
| New | +$26.9K | 0.01% | 517 |
|
|
2020
Q3 | – | Sell |
-417
| Closed | -$21.6K | – | 598 |
|
|
2020
Q2 | $21.6K | Sell |
417
-624
| -60% | -$32.3K | 0.01% | 544 |
|
|
2020
Q1 | $47.7K | Sell |
1,041
-2,556
| -71% | -$117K | 0.01% | 442 |
|
|
2019
Q4 | $294K | Buy |
3,597
+283
| +9% | +$23.1K | 0.07% | 264 |
|
|
2019
Q3 | $300K | Buy |
3,314
+599
| +22% | +$54.3K | 0.09% | 262 |
|
|
2019
Q2 | $221K | Buy |
+2,715
| New | +$221K | 0.07% | 279 |
|