Bartlett & Co Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615 | Buy |
4
+1
| +33% | +$154 | ﹤0.01% | 1162 |
|
|
2025
Q1 | $460 | Buy |
+3
| New | +$460 | ﹤0.01% | 1141 |
|
|
2024
Q3 | – | Sell |
-66
| Closed | -$6.88K | – | 1160 |
|
|
2024
Q2 | $6.88K | Buy |
66
+59
| +843% | +$6.15K | ﹤0.01% | 956 |
|
|
2024
Q1 | $654 | Buy |
+7
| New | +$654 | ﹤0.01% | 1080 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$4.81K | – | 1325 |
|
|
2022
Q1 | $4.81K | Buy |
+50
| New | +$4.81K | ﹤0.01% | 920 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$4.12K | – | 887 |
|
|
2021
Q3 | $4.12K | Sell |
50
-10
| -17% | -$824 | ﹤0.01% | 788 |
|
|
2021
Q2 | $4.99K | Hold |
60
| – | – | ﹤0.01% | 758 |
|
|
2021
Q1 | $4.3K | Hold |
60
| – | – | ﹤0.01% | 803 |
|
|
2020
Q4 | $3.88K | Buy |
60
+10
| +20% | +$646 | ﹤0.01% | 830 |
|
|
2020
Q3 | $2.76K | Hold |
50
| – | – | ﹤0.01% | 775 |
|
|
2020
Q2 | $2.59K | Sell |
50
-390
| -89% | -$20.2K | ﹤0.01% | 779 |
|
|
2020
Q1 | $20.1K | Hold |
440
| – | – | ﹤0.01% | 584 |
|
|
2019
Q4 | $36K | Buy |
440
+200
| +83% | +$16.4K | ﹤0.01% | 582 |
|
|
2019
Q3 | $21.8K | Sell |
240
-303
| -56% | -$27.5K | ﹤0.01% | 644 |
|
|
2019
Q2 | $44.3K | Buy |
543
+3
| +0.6% | +$245 | ﹤0.01% | 452 |
|
|
2019
Q1 | $41.9K | Buy |
540
+4
| +0.7% | +$310 | ﹤0.01% | 447 |
|
|
2018
Q4 | $37.2K | Buy |
536
+53
| +11% | +$3.68K | ﹤0.01% | 451 |
|
|
2018
Q3 | $31.1K | Buy |
483
+4
| +0.8% | +$257 | ﹤0.01% | 491 |
|
|
2018
Q2 | $30K | Buy |
479
+4
| +0.8% | +$251 | ﹤0.01% | 486 |
|
|
2018
Q1 | $25.8K | Buy |
+475
| New | +$25.8K | ﹤0.01% | 502 |
|