Bell Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.4K | Buy |
315
+26
| +9% | +$4K | 0.01% | 254 |
|
|
2025
Q1 | $44.3K | Sell |
289
-3
| -1% | -$460 | 0.01% | 238 |
|
|
2024
Q4 | $36.8K | Buy |
292
+9
| +3% | +$1.13K | 0.01% | 260 |
|
|
2024
Q3 | $36.2K | Sell |
283
-7
| -2% | -$896 | 0.01% | 275 |
|
|
2024
Q2 | $30.2K | Buy |
290
+6
| +2% | +$626 | 0.01% | 293 |
|
|
2024
Q1 | $26.5K | Sell |
284
-6
| -2% | -$561 | 0.01% | 322 |
|
|
2023
Q4 | $26.2K | Sell |
290
-16
| -5% | -$1.44K | 0.01% | 292 |
|
|
2023
Q3 | $25.1K | Sell |
306
-20
| -6% | -$1.64K | 0.01% | 267 |
|
|
2023
Q2 | $26.4K | Buy |
326
+35
| +12% | +$2.83K | 0.01% | 258 |
|
|
2023
Q1 | $20.9K | Sell |
291
-39
| -12% | -$2.8K | ﹤0.01% | 293 |
|
|
2022
Q4 | $21.6K | Buy |
330
+80
| +32% | +$5.24K | 0.01% | 288 |
|
|
2022
Q3 | $16K | Sell |
250
-69
| -22% | -$4.42K | 0.01% | 303 |
|
|
2022
Q2 | $26K | Buy |
+319
| New | +$26K | 0.01% | 227 |
|
|
2021
Q4 | $26K | Buy |
308
+53
| +21% | +$4.47K | 0.01% | 261 |
|
|
2021
Q3 | $21K | Buy |
+255
| New | +$21K | 0.01% | 282 |
|