Atomi Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
6,395
+36
| +0.6% | +$5.53K | 0.04% | 342 |
|
|
2025
Q1 | $974K | Buy |
6,359
+725
| +13% | +$111K | 0.04% | 316 |
|
|
2024
Q4 | $710K | Buy |
5,634
+614
| +12% | +$77.4K | 0.04% | 357 |
|
|
2024
Q3 | $643K | Buy |
5,020
+666
| +15% | +$85.3K | 0.04% | 366 |
|
|
2024
Q2 | $454K | Buy |
4,354
+1,305
| +43% | +$136K | 0.03% | 430 |
|
|
2024
Q1 | $285K | Buy |
3,049
+721
| +31% | +$67.4K | 0.03% | 552 |
|
|
2023
Q4 | $210K | Buy |
+2,328
| New | +$210K | 0.03% | 536 |
|