Bleakley Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
21,513
+2,664
| +14% | +$410K | 0.08% | 202 |
|
|
2025
Q1 | $2.89M | Buy |
18,849
+8,859
| +89% | +$1.36M | 0.09% | 195 |
|
|
2024
Q4 | $1.26M | Sell |
9,990
-2,800
| -22% | -$353K | 0.04% | 357 |
|
|
2024
Q3 | $1.64M | Buy |
12,790
+611
| +5% | +$78.2K | 0.05% | 289 |
|
|
2024
Q2 | $1.27M | Buy |
12,179
+83
| +0.7% | +$8.65K | 0.04% | 366 |
|
|
2024
Q1 | $1.13M | Buy |
12,096
+1,327
| +12% | +$124K | 0.03% | 401 |
|
|
2023
Q4 | $971K | Buy |
10,769
+415
| +4% | +$37.4K | 0.03% | 407 |
|
|
2023
Q3 | $848K | Sell |
10,354
-1,635
| -14% | -$134K | 0.03% | 411 |
|
|
2023
Q2 | $970K | Buy |
11,989
+335
| +3% | +$27.1K | 0.03% | 410 |
|
|
2023
Q1 | $835K | Buy |
11,654
+1,573
| +16% | +$113K | 0.03% | 431 |
|
|
2022
Q4 | $661K | Buy |
+10,081
| New | +$661K | 0.02% | 471 |
|