Blume Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08K | Buy |
7
+2
| +40% | +$308 | ﹤0.01% | 356 |
|
|
2025
Q1 | $767 | Buy |
+5
| New | +$767 | ﹤0.01% | 382 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$66K | – | 255 |
|
|
2015
Q2 | $66K | Sell |
1,000
-200
| -17% | -$13.2K | 0.05% | 90 |
|
|
2015
Q1 | $93K | Sell |
1,200
-400
| -25% | -$31K | 0.06% | 92 |
|
|
2014
Q4 | $121K | Buy |
+1,600
| New | +$121K | 0.09% | 77 |
|