Azimuth Capital Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
57,094
+840
| +1% | +$129K | 0.33% | 114 |
|
|
2025
Q1 | $8.62M | Buy |
56,254
+1,974
| +4% | +$302K | 0.34% | 103 |
|
|
2024
Q4 | $6.84M | Buy |
54,280
+2,700
| +5% | +$340K | 0.27% | 123 |
|
|
2024
Q3 | $6.6M | Sell |
51,580
-9,244
| -15% | -$1.18M | 0.26% | 126 |
|
|
2024
Q2 | $6.34M | Buy |
60,824
+2,440
| +4% | +$254K | 0.26% | 124 |
|
|
2024
Q1 | $5.46M | Buy |
58,384
+2,580
| +5% | +$241K | 0.23% | 138 |
|
|
2023
Q4 | $5.03M | Sell |
55,804
-4,635
| -8% | -$418K | 0.23% | 135 |
|
|
2023
Q3 | $4.95M | Buy |
60,439
+515
| +0.9% | +$42.2K | 0.24% | 133 |
|
|
2023
Q2 | $4.85M | Sell |
59,924
-268
| -0.4% | -$21.7K | 0.23% | 140 |
|
|
2023
Q1 | $4.32M | Sell |
60,192
-60
| -0.1% | -$4.3K | 0.21% | 150 |
|
|
2022
Q4 | $3.95M | Sell |
60,252
-1,250
| -2% | -$81.9K | 0.2% | 154 |
|
|
2022
Q3 | $3.96M | Sell |
61,502
-4,055
| -6% | -$261K | 0.22% | 144 |
|
|
2022
Q2 | $5.4M | Buy |
+65,557
| New | +$5.4M | 0.27% | 130 |
|