Azimuth Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.29M | Buy |
65,403
+2,472
| +4% | +$238K | 0.27% | 134 |
|
|
2021
Q4 | $5.4M | Sell |
62,931
-1,035
| -2% | -$88.8K | 0.22% | 140 |
|
|
2021
Q3 | $5.27M | Sell |
63,966
-1,437
| -2% | -$118K | 0.23% | 142 |
|
|
2021
Q2 | $5.44M | Buy |
65,403
+4,595
| +8% | +$382K | 0.23% | 140 |
|
|
2021
Q1 | $4.36M | Buy |
60,808
+3,520
| +6% | +$252K | 0.21% | 151 |
|
|
2020
Q4 | $3.7M | Buy |
57,288
+4,136
| +8% | +$267K | 0.18% | 153 |
|
|
2020
Q3 | $2.93M | Buy |
53,152
+1,100
| +2% | +$60.6K | 0.17% | 148 |
|
|
2020
Q2 | $2.69M | Buy |
52,052
+2,987
| +6% | +$155K | 0.17% | 146 |
|
|
2020
Q1 | $2.25M | Buy |
49,065
+1,865
| +4% | +$85.4K | 0.17% | 151 |
|
|
2019
Q4 | $3.86M | Sell |
47,200
-2,560
| -5% | -$209K | 0.23% | 133 |
|
|
2019
Q3 | $4.51M | Sell |
49,760
-115
| -0.2% | -$10.4K | 0.29% | 117 |
|
|
2019
Q2 | $4.07M | Sell |
49,875
-1,490
| -3% | -$121K | 0.27% | 125 |
|
|
2019
Q1 | $3.99M | Sell |
51,365
-4,430
| -8% | -$344K | 0.27% | 124 |
|
|
2018
Q4 | $3.87M | Sell |
55,795
-2,130
| -4% | -$148K | 0.3% | 113 |
|
|
2018
Q3 | $3.73M | Buy |
57,925
+740
| +1% | +$47.6K | 0.25% | 125 |
|
|
2018
Q2 | $3.59M | Sell |
57,185
-2,077
| -4% | -$130K | 0.26% | 126 |
|
|
2018
Q1 | $3.23M | Buy |
59,262
+7,933
| +15% | +$432K | 0.24% | 139 |
|
|
2017
Q4 | $3.27M | Buy |
51,329
+655
| +1% | +$41.8K | 0.24% | 144 |
|
|
2017
Q3 | $3.56M | Sell |
50,674
-400
| -0.8% | -$28.1K | 0.27% | 132 |
|
|
2017
Q2 | $3.82M | Buy |
51,074
+510
| +1% | +$38.2K | 0.3% | 119 |
|
|
2017
Q1 | $3.58M | Buy |
50,564
+1,940
| +4% | +$137K | 0.29% | 119 |
|
|
2016
Q4 | $3.25M | Buy |
48,624
+1,164
| +2% | +$77.9K | 0.28% | 121 |
|
|
2016
Q3 | $3.55M | Buy |
47,460
+55
| +0.1% | +$4.11K | 0.31% | 105 |
|
|
2016
Q2 | $3.61M | Buy |
47,405
+485
| +1% | +$36.9K | 0.32% | 102 |
|
|
2016
Q1 | $3.25M | Buy |
46,920
+1,125
| +2% | +$78K | 0.31% | 106 |
|
|
2015
Q4 | $3.12M | Buy |
45,795
+2,285
| +5% | +$155K | 0.3% | 114 |
|
|
2015
Q3 | $2.95M | Sell |
43,510
-870
| -2% | -$58.9K | 0.31% | 107 |
|
|
2015
Q2 | $2.91M | Sell |
44,380
-335
| -0.7% | -$22K | 0.28% | 119 |
|
|
2015
Q1 | $3.46M | Buy |
44,715
+280
| +0.6% | +$21.7K | 0.34% | 103 |
|
|
2014
Q4 | $3.36M | Buy |
44,435
+3,010
| +7% | +$228K | 0.35% | 96 |
|
|
2014
Q3 | $2.58M | Buy |
41,425
+3,550
| +9% | +$221K | 0.28% | 108 |
|
|
2014
Q2 | $2.37M | Buy |
37,875
+4,940
| +15% | +$310K | 0.26% | 119 |
|
|
2014
Q1 | $1.96M | Buy |
32,935
+3,855
| +13% | +$230K | 0.24% | 130 |
|
|
2013
Q4 | $1.56M | Sell |
29,080
-920
| -3% | -$49.3K | 0.19% | 148 |
|
|
2013
Q3 | $1.87M | Buy |
30,000
+3,875
| +15% | +$242K | 0.26% | 120 |
|
|
2013
Q2 | $1.75M | Buy |
+26,125
| New | +$1.75M | 0.31% | 105 |
|