Atom Investors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $353K | Sell |
2,294
-19
| -0.8% | -$2.92K | 0.03% | 407 |
|
2025
Q1 | $354K | Sell |
2,313
-96
| -4% | -$14.7K | 0.04% | 345 |
|
2024
Q4 | $304K | Sell |
2,409
-245
| -9% | -$30.9K | 0.04% | 375 |
|
2024
Q3 | $340K | Buy |
2,654
+160
| +6% | +$20.5K | 0.04% | 362 |
|
2024
Q2 | $260K | Sell |
2,494
-4,427
| -64% | -$462K | 0.03% | 395 |
|
2024
Q1 | $647K | Buy |
6,921
+2,862
| +71% | +$267K | 0.08% | 282 |
|
2023
Q4 | $366K | Buy |
+4,059
| New | +$366K | 0.06% | 325 |
|
2023
Q1 | – | Sell |
-3,108
| Closed | -$204K | – | 326 |
|
2022
Q4 | $204K | Sell |
3,108
-3,991
| -56% | -$262K | 0.1% | 181 |
|
2022
Q3 | $457K | Sell |
7,099
-8,981
| -56% | -$578K | 0.16% | 159 |
|
2022
Q2 | $1.32M | Buy |
16,080
+10,098
| +169% | +$831K | 0.58% | 47 |
|
2022
Q1 | $575K | Buy |
5,982
+2,607
| +77% | +$251K | 0.27% | 89 |
|
2021
Q4 | $289K | Sell |
3,375
-4,683
| -58% | -$401K | 0.05% | 192 |
|
2021
Q3 | $664K | Buy |
+8,058
| New | +$664K | 0.05% | 152 |
|
2021
Q1 | – | Sell |
-7,655
| Closed | -$495K | – | 424 |
|
2020
Q4 | $495K | Buy |
7,655
+2,393
| +45% | +$155K | 0.05% | 233 |
|
2020
Q3 | $290K | Sell |
5,262
-2,768
| -34% | -$153K | 0.03% | 293 |
|
2020
Q2 | $416K | Sell |
8,030
-1,747
| -18% | -$90.5K | 0.03% | 272 |
|
2020
Q1 | $448K | Buy |
+9,777
| New | +$448K | 0.04% | 192 |
|
2019
Q4 | – | Sell |
-3,105
| Closed | -$281K | – | 316 |
|
2019
Q3 | $281K | Sell |
3,105
-10,781
| -78% | -$976K | 0.02% | 235 |
|
2019
Q2 | $1.13M | Buy |
13,886
+10,767
| +345% | +$878K | 0.07% | 244 |
|
2019
Q1 | $242K | Buy |
+3,119
| New | +$242K | 0.02% | 456 |
|