Beacon Pointe Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
9,985
-381
| -4% | -$58.6K | 0.02% | 541 |
|
|
2025
Q1 | $1.59M | Sell |
10,366
-4,596
| -31% | -$704K | 0.02% | 515 |
|
|
2024
Q4 | $1.89M | Sell |
14,962
-3,339
| -18% | -$421K | 0.02% | 469 |
|
|
2024
Q3 | $2.34M | Sell |
18,301
-142
| -0.8% | -$18.2K | 0.03% | 433 |
|
|
2024
Q2 | $1.92M | Buy |
18,443
+1,009
| +6% | +$105K | 0.02% | 486 |
|
|
2024
Q1 | $1.63M | Sell |
17,434
-4,736
| -21% | -$443K | 0.02% | 540 |
|
|
2023
Q4 | $2M | Buy |
22,170
+402
| +2% | +$36.3K | 0.02% | 480 |
|
|
2023
Q3 | $1.78M | Buy |
21,768
+300
| +1% | +$24.6K | 0.02% | 481 |
|
|
2023
Q2 | $1.74M | Sell |
21,468
-1,858
| -8% | -$150K | 0.03% | 404 |
|
|
2023
Q1 | $1.67M | Buy |
23,326
+1,326
| +6% | +$95.1K | 0.03% | 433 |
|
|
2022
Q4 | $1.44M | Buy |
22,000
+6,259
| +40% | +$410K | 0.03% | 431 |
|
|
2022
Q3 | $1.01M | Sell |
15,741
-3,594
| -19% | -$231K | 0.02% | 461 |
|
|
2022
Q2 | $1.59M | Sell |
19,335
-921
| -5% | -$75.8K | 0.03% | 367 |
|
|
2022
Q1 | $1.95M | Buy |
20,256
+7,353
| +57% | +$707K | 0.03% | 456 |
|
|
2021
Q4 | $1.11M | Buy |
12,903
+897
| +7% | +$77K | 0.03% | 366 |
|
|
2021
Q3 | $989K | Buy |
12,006
+8,950
| +293% | +$737K | 0.02% | 411 |
|
|
2021
Q2 | $254K | Buy |
+3,056
| New | +$254K | 0.01% | 715 |
|