B. Metzler seel. Sohn & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
30,857
+606
| +2% | +$93.2K | 0.05% | 199 |
|
|
2025
Q1 | $4.63M | Sell |
30,251
-331
| -1% | -$50.7K | 0.05% | 190 |
|
|
2024
Q4 | $3.85M | Buy |
30,582
+2,078
| +7% | +$262K | 0.04% | 214 |
|
|
2024
Q3 | $3.65M | Sell |
28,504
-14,716
| -34% | -$1.88M | 0.04% | 258 |
|
|
2024
Q2 | $4.51M | Buy |
43,220
+7,125
| +20% | +$743K | 0.04% | 199 |
|
|
2024
Q1 | $3.37M | Sell |
36,095
-2,890
| -7% | -$270K | 0.04% | 268 |
|
|
2023
Q4 | $3.52M | Buy |
38,985
+1,371
| +4% | +$124K | 0.04% | 236 |
|
|
2023
Q3 | $3.08M | Buy |
37,614
+3,108
| +9% | +$255K | 0.05% | 232 |
|
|
2023
Q2 | $2.79M | Sell |
34,506
-555
| -2% | -$44.9K | 0.04% | 305 |
|
|
2023
Q1 | $2.51M | Sell |
35,061
-1,568
| -4% | -$112K | 0.04% | 246 |
|
|
2022
Q4 | $2.4M | Sell |
36,629
-6,435
| -15% | -$422K | 0.04% | 251 |
|
|
2022
Q3 | $2.77M | Buy |
43,064
+1,604
| +4% | +$103K | 0.05% | 225 |
|
|
2022
Q2 | $3.41M | Buy |
41,460
+4,532
| +12% | +$373K | 0.06% | 206 |
|
|
2022
Q1 | $3.55M | Buy |
36,928
+2,741
| +8% | +$264K | 0.05% | 229 |
|
|
2021
Q4 | $2.94M | Sell |
34,187
-14,923
| -30% | -$1.28M | 0.04% | 263 |
|
|
2021
Q3 | $4.05M | Buy |
49,110
+596
| +1% | +$49.1K | 0.06% | 191 |
|
|
2021
Q2 | $4.03M | Buy |
48,514
+21,456
| +79% | +$1.78M | 0.06% | 179 |
|
|
2021
Q1 | $1.94M | Buy |
27,058
+1,684
| +7% | +$121K | 0.03% | 297 |
|
|
2020
Q4 | $1.72M | Buy |
+25,374
| New | +$1.72M | 0.03% | 300 |
|