Barnes Pettey Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,352
| Closed | -$296K | – | 107 |
|
|
2024
Q4 | $296K | Sell |
2,352
-150
| -6% | -$18.9K | 0.23% | 76 |
|
|
2024
Q3 | $320K | Hold |
2,502
| – | – | 0.26% | 70 |
|
|
2024
Q2 | $261K | Sell |
2,502
-300
| -11% | -$31.3K | 0.22% | 75 |
|
|
2024
Q1 | $262K | Hold |
2,802
| – | – | 0.23% | 77 |
|
|
2023
Q4 | $253K | Hold |
2,802
| – | – | 0.21% | 82 |
|
|
2023
Q3 | $230K | Hold |
2,802
| – | – | 0.21% | 85 |
|
|
2023
Q2 | $227K | Hold |
2,802
| – | – | 0.2% | 90 |
|
|
2023
Q1 | $201K | Buy |
+2,802
| New | +$201K | 0.19% | 99 |
|
|
2022
Q3 | – | Sell |
-2,802
| Closed | -$231K | – | 94 |
|
|
2022
Q2 | $231K | Hold |
2,802
| – | – | 0.3% | 79 |
|
|
2022
Q1 | $269K | Hold |
2,802
| – | – | 0.33% | 72 |
|
|
2021
Q4 | $240K | Buy |
+2,802
| New | +$240K | 0.28% | 80 |
|