Banque Cantonale Vaudoise’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
39,318
+10,607
| +37% | +$1.63M | 0.25% | 77 |
|
|
2025
Q1 | $4.4M | Buy |
+28,711
| New | +$4.4M | 0.19% | 99 |
|
|
2024
Q3 | $5.05M | Buy |
39,480
+19,446
| +97% | +$2.49M | 0.21% | 111 |
|
|
2024
Q2 | $2.09M | Buy |
20,034
+9,075
| +83% | +$946K | 0.08% | 229 |
|
|
2024
Q1 | $1.02M | Sell |
10,959
-22,734
| -67% | -$2.12M | 0.04% | 348 |
|
|
2023
Q4 | $3.04M | Buy |
33,693
+20,230
| +150% | +$1.82M | 0.13% | 158 |
|
|
2023
Q3 | $1.1M | Sell |
13,463
-213
| -2% | -$17.5K | 0.06% | 291 |
|
|
2023
Q2 | $1.11M | Hold |
13,676
| – | – | 0.05% | 317 |
|
|
2023
Q1 | $980K | Hold |
13,676
| – | – | 0.05% | 312 |
|
|
2022
Q4 | $896K | Sell |
13,676
-2,152
| -14% | -$141K | 0.05% | 324 |
|
|
2022
Q3 | $1.02M | Hold |
15,828
| – | – | 0.06% | 323 |
|
|
2022
Q2 | $1.3M | Buy |
15,828
+3,900
| +33% | +$321K | 0.07% | 285 |
|
|
2022
Q1 | $1.15M | Buy |
11,928
+2,152
| +22% | +$207K | 0.05% | 360 |
|
|
2021
Q4 | $839K | Buy |
9,776
+1,200
| +14% | +$103K | 0.03% | 450 |
|
|
2021
Q3 | $707K | Hold |
8,576
| – | – | 0.03% | 474 |
|
|
2021
Q2 | $713K | Hold |
8,576
| – | – | 0.03% | 505 |
|
|
2021
Q1 | $614K | Sell |
8,576
-4,160
| -33% | -$298K | 0.03% | 481 |
|
|
2020
Q4 | $823K | Sell |
12,736
-73
| -0.6% | -$4.72K | 0.05% | 352 |
|
|
2020
Q3 | $706K | Buy |
12,809
+1,010
| +9% | +$55.7K | 0.05% | 344 |
|
|
2020
Q2 | $611K | Sell |
11,799
-4,900
| -29% | -$254K | 0.04% | 342 |
|
|
2020
Q1 | $765K | Sell |
16,699
-67
| -0.4% | -$3.07K | 0.06% | 285 |
|
|
2019
Q4 | $1.37M | Buy |
+16,766
| New | +$1.37M | 0.09% | 239 |
|