Atria Wealth Solutions’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Sell |
5,864
-9,216
| -61% | -$1.42M | 0.02% | 678 |
|
|
2025
Q1 | $2.31M | Sell |
15,080
-288
| -2% | -$44.1K | 0.03% | 575 |
|
|
2024
Q4 | $1.94M | Sell |
15,368
-1,444
| -9% | -$182K | 0.02% | 652 |
|
|
2024
Q3 | $2.15M | Buy |
16,812
+600
| +4% | +$76.8K | 0.02% | 604 |
|
|
2024
Q2 | $1.69M | Buy |
16,212
+1,974
| +14% | +$206K | 0.02% | 686 |
|
|
2024
Q1 | $1.33M | Sell |
14,238
-4,997
| -26% | -$467K | 0.02% | 785 |
|
|
2023
Q4 | $1.73M | Buy |
19,235
+776
| +4% | +$70K | 0.02% | 645 |
|
|
2023
Q3 | $1.51M | Sell |
18,459
-289
| -2% | -$23.7K | 0.02% | 655 |
|
|
2023
Q2 | $1.52M | Buy |
18,748
+3,773
| +25% | +$305K | 0.02% | 672 |
|
|
2023
Q1 | $1.07M | Sell |
14,975
-531
| -3% | -$38.1K | 0.02% | 766 |
|
|
2022
Q4 | $1.02M | Buy |
15,506
+117
| +0.8% | +$7.67K | 0.02% | 733 |
|
|
2022
Q3 | $990K | Sell |
15,389
-277
| -2% | -$17.8K | 0.02% | 712 |
|
|
2022
Q2 | $1.29M | Buy |
15,666
+3,299
| +27% | +$272K | 0.02% | 573 |
|
|
2022
Q1 | $1.19M | Buy |
+12,367
| New | +$1.19M | 0.02% | 662 |
|