Bank Julius Baer & 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 | $180K | Buy |
1,174
+135
| +13% | +$20.8K | ﹤0.01% | 450 |
|
|
2025
Q1 | $180K | Buy |
1,039
+359
| +53% | +$62.1K | ﹤0.01% | 432 |
|
|
2024
Q4 | $94.5K | Sell |
680
-1,353
| -67% | -$188K | ﹤0.01% | 479 |
|
|
2024
Q3 | $275K | Sell |
2,033
-767
| -27% | -$104K | ﹤0.01% | 376 |
|
|
2024
Q2 | $260K | Sell |
2,800
-1,100
| -28% | -$102K | ﹤0.01% | 332 |
|
|
2024
Q1 | $363K | Sell |
3,900
-1,898
| -33% | -$176K | ﹤0.01% | 341 |
|
|
2023
Q4 | $523K | Buy |
5,798
+4,684
| +420% | +$422K | ﹤0.01% | 329 |
|
|
2023
Q3 | $91K | Sell |
1,114
-5,091
| -82% | -$416K | ﹤0.01% | 419 |
|
|
2023
Q2 | $502K | Buy |
6,205
+1,524
| +33% | +$123K | ﹤0.01% | 331 |
|
|
2023
Q1 | $336K | Buy |
4,681
+2,448
| +110% | +$176K | ﹤0.01% | 384 |
|
|
2022
Q4 | $146K | Sell |
2,233
-1,541
| -41% | -$101K | ﹤0.01% | 451 |
|
|
2022
Q3 | $243K | Sell |
3,774
-1,165
| -24% | -$75K | ﹤0.01% | 386 |
|
|
2022
Q2 | $407K | Buy |
4,939
+3,839
| +349% | +$316K | ﹤0.01% | 355 |
|
|
2022
Q1 | $106K | Buy |
+1,100
| New | +$106K | ﹤0.01% | 480 |
|
|
2020
Q2 | – | Sell |
-2,374
| Closed | -$109K | – | 755 |
|
|
2020
Q1 | $109K | Buy |
+2,374
| New | +$109K | ﹤0.01% | 490 |
|