Beacon Capital Management LLC (Tennessee)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Sell |
951
-82
| -8% | -$12.6K | 0.02% | 154 |
|
|
2025
Q1 | $158K | Buy |
1,033
+4
| +0.4% | +$613 | 0.02% | 145 |
|
|
2024
Q4 | $130K | Sell |
1,029
-563
| -35% | -$70.9K | 0.02% | 159 |
|
|
2024
Q3 | $204K | Buy |
1,592
+212
| +15% | +$27.1K | 0.03% | 117 |
|
|
2024
Q2 | $144K | Buy |
1,380
+33
| +2% | +$3.44K | 0.03% | 131 |
|
|
2024
Q1 | $126K | Buy |
1,347
+470
| +54% | +$43.9K | 0.03% | 141 |
|
|
2023
Q4 | $71.8K | Sell |
877
-100
| -10% | -$8.19K | 0.02% | 171 |
|
|
2023
Q3 | $79K | Hold |
977
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $79K | Sell |
977
-53
| -5% | -$4.29K | 0.02% | 177 |
|
|
2023
Q1 | $73.8K | Sell |
1,030
-113
| -10% | -$8.1K | 0.02% | 171 |
|
|
2022
Q4 | $74.9K | Buy |
1,143
+278
| +32% | +$18.2K | 0.03% | 173 |
|
|
2022
Q3 | $70K | Hold |
865
| – | – | 0.02% | 179 |
|
|
2022
Q2 | $82K | Hold |
865
| – | – | 0.02% | 179 |
|
|
2022
Q1 | $82K | Buy |
+865
| New | +$82K | 0.02% | 179 |
|