Avantax Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Buy |
43,032
+2,563
| +6% | +$394K | 0.04% | 363 |
|
|
2025
Q1 | $6.2M | Sell |
40,469
-310
| -0.8% | -$47.5K | 0.04% | 351 |
|
|
2024
Q4 | $5.14M | Buy |
40,779
+42
| +0.1% | +$5.29K | 0.03% | 394 |
|
|
2024
Q3 | $5.22M | Sell |
40,737
-599
| -1% | -$76.7K | 0.03% | 382 |
|
|
2024
Q2 | $4.31M | Buy |
41,336
+34,321
| +489% | +$3.58M | 0.03% | 417 |
|
|
2024
Q1 | $655K | Sell |
7,015
-2,730
| -28% | -$255K | 0.01% | 923 |
|
|
2023
Q4 | $879K | Sell |
9,745
-352
| -3% | -$31.7K | 0.01% | 759 |
|
|
2023
Q3 | $827K | Sell |
10,097
-109
| -1% | -$8.93K | 0.01% | 751 |
|
|
2023
Q2 | $826K | Buy |
10,206
+25
| +0.2% | +$2.02K | 0.01% | 751 |
|
|
2023
Q1 | $730K | Sell |
10,181
-575
| -5% | -$41.2K | 0.01% | 770 |
|
|
2022
Q4 | $705K | Sell |
10,756
-11,862
| -52% | -$778K | 0.01% | 742 |
|
|
2022
Q3 | $1.46M | Buy |
22,618
+2,039
| +10% | +$131K | 0.02% | 450 |
|
|
2022
Q2 | $1.7M | Sell |
20,579
-23
| -0.1% | -$1.89K | 0.03% | 414 |
|
|
2022
Q1 | $1.98M | Buy |
20,602
+2,199
| +12% | +$211K | 0.03% | 378 |
|
|
2021
Q4 | $1.58M | Buy |
18,403
+892
| +5% | +$76.5K | 0.02% | 410 |
|
|
2021
Q3 | $1.43M | Sell |
17,511
-2,097
| -11% | -$172K | 0.02% | 407 |
|
|
2021
Q2 | $1.63M | Buy |
19,608
+4,138
| +27% | +$344K | 0.03% | 372 |
|
|
2021
Q1 | $1.1M | Buy |
15,470
+5,506
| +55% | +$392K | 0.02% | 404 |
|
|
2020
Q4 | $641K | Sell |
9,964
-23,376
| -70% | -$1.5M | 0.02% | 483 |
|
|
2020
Q3 | $1.85M | Buy |
33,340
+22,537
| +209% | +$1.25M | 0.03% | 376 |
|
|
2020
Q2 | $561K | Sell |
10,803
-749
| -6% | -$38.9K | 0.02% | 456 |
|
|
2020
Q1 | $532K | Sell |
11,552
-450
| -4% | -$20.7K | 0.02% | 424 |
|
|
2019
Q4 | $982K | Buy |
12,002
+2,808
| +31% | +$230K | 0.02% | 338 |
|
|
2019
Q3 | $832K | Buy |
9,194
+231
| +3% | +$20.9K | 0.03% | 241 |
|
|
2019
Q2 | $731K | Buy |
8,963
+1,152
| +15% | +$94K | 0.03% | 237 |
|
|
2019
Q1 | $606K | Buy |
7,811
+1,342
| +21% | +$104K | 0.03% | 247 |
|
|
2018
Q4 | $451K | Buy |
+6,469
| New | +$451K | 0.08% | 236 |
|