Blue Trust Inc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
3,083
+1,326
| +75% | +$204K | 0.01% | 466 |
|
|
2025
Q1 | $269K | Buy |
1,757
+801
| +84% | +$123K | ﹤0.01% | 603 |
|
|
2024
Q4 | $120K | Sell |
956
-4,732
| -83% | -$596K | ﹤0.01% | 860 |
|
|
2024
Q3 | $593K | Buy |
5,688
+3,672
| +182% | +$383K | 0.01% | 400 |
|
|
2024
Q2 | $188K | Buy |
2,016
+1,663
| +471% | +$155K | ﹤0.01% | 735 |
|
|
2024
Q1 | $33K | Sell |
353
-716
| -67% | -$66.9K | ﹤0.01% | 1064 |
|
|
2023
Q4 | $87K | Buy |
1,069
+758
| +244% | +$61.7K | ﹤0.01% | 742 |
|
|
2023
Q3 | $25K | Buy |
311
+50
| +19% | +$4.02K | ﹤0.01% | 1104 |
|
|
2023
Q2 | $19K | Sell |
261
-112
| -30% | -$8.15K | ﹤0.01% | 1071 |
|
|
2023
Q1 | $24K | Sell |
373
-23
| -6% | -$1.48K | ﹤0.01% | 1310 |
|
|
2022
Q4 | $26K | Buy |
396
+66
| +20% | +$4.33K | ﹤0.01% | 1202 |
|
|
2022
Q3 | $27K | Buy |
330
+160
| +94% | +$13.1K | ﹤0.01% | 973 |
|
|
2022
Q2 | $17K | Buy |
+170
| New | +$17K | ﹤0.01% | 1027 |
|