BOK Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
8,408
+6,218
| +284% | +$956K | 0.02% | 414 |
|
|
2025
Q1 | $336K | Sell |
2,190
-319
| -13% | -$48.9K | 0.01% | 633 |
|
|
2024
Q4 | $313K | Sell |
2,509
-102
| -4% | -$12.7K | 0.01% | 636 |
|
|
2024
Q3 | $330K | Buy |
2,611
+1
| +0% | +$126 | 0.01% | 639 |
|
|
2024
Q2 | $272K | Sell |
2,610
-8
| -0.3% | -$834 | ﹤0.01% | 716 |
|
|
2024
Q1 | $241K | Sell |
2,618
-88
| -3% | -$8.1K | ﹤0.01% | 705 |
|
|
2023
Q4 | $244K | Buy |
2,706
+5
| +0.2% | +$451 | ﹤0.01% | 643 |
|
|
2023
Q3 | $226K | Sell |
2,701
-54
| -2% | -$4.52K | 0.01% | 623 |
|
|
2023
Q2 | $223K | Sell |
2,755
-332
| -11% | -$26.9K | ﹤0.01% | 634 |
|
|
2023
Q1 | $221K | Sell |
3,087
-19,918
| -87% | -$1.43M | ﹤0.01% | 657 |
|
|
2022
Q4 | $1.51M | Buy |
23,005
+1,015
| +5% | +$66.5K | 0.03% | 422 |
|
|
2022
Q3 | $1.41M | Buy |
21,990
+529
| +2% | +$34K | 0.03% | 427 |
|
|
2022
Q2 | $1.77M | Buy |
21,461
+611
| +3% | +$50.3K | 0.03% | 397 |
|
|
2022
Q1 | $2.01M | Sell |
20,850
-144
| -0.7% | -$13.8K | 0.03% | 409 |
|
|
2021
Q4 | $1.8M | Buy |
20,994
+1,182
| +6% | +$101K | 0.03% | 443 |
|
|
2021
Q3 | $1.63M | Buy |
+19,812
| New | +$1.63M | 0.03% | 447 |
|
|
2021
Q1 | $1.39M | Buy |
19,399
+25
| +0.1% | +$1.79K | 0.03% | 466 |
|
|
2020
Q4 | $1.25M | Buy |
19,374
+374
| +2% | +$24.2K | 0.02% | 465 |
|
|
2020
Q3 | $1.05M | Sell |
19,000
-2,639
| -12% | -$145K | 0.02% | 452 |
|
|
2020
Q2 | $1.12M | Sell |
21,639
-4,998
| -19% | -$259K | 0.03% | 432 |
|
|
2020
Q1 | $1.22M | Buy |
26,637
+9,375
| +54% | +$429K | 0.04% | 382 |
|
|
2019
Q4 | $1.41M | Buy |
17,262
+1,883
| +12% | +$154K | 0.03% | 434 |
|
|
2019
Q3 | $1.39M | Buy |
15,379
+1,500
| +11% | +$136K | 0.03% | 431 |
|
|
2019
Q2 | $1.13M | Sell |
13,879
-507
| -4% | -$41.4K | 0.03% | 464 |
|
|
2019
Q1 | $1.12M | Buy |
14,386
+1,508
| +12% | +$117K | 0.03% | 459 |
|
|
2018
Q4 | $894K | Sell |
12,878
-588
| -4% | -$40.8K | 0.03% | 483 |
|
|
2018
Q3 | $866K | Sell |
13,466
-6,209
| -32% | -$399K | 0.02% | 526 |
|
|
2018
Q2 | $1.23M | Buy |
19,675
+746
| +4% | +$46.8K | 0.03% | 446 |
|
|
2018
Q1 | $1.03M | Buy |
18,929
+1,772
| +10% | +$96.4K | 0.03% | 465 |
|
|
2017
Q4 | $1.09M | Sell |
17,157
-3,292
| -16% | -$210K | 0.03% | 473 |
|
|
2017
Q3 | $1.44M | Sell |
20,449
-3,606
| -15% | -$253K | 0.04% | 407 |
|
|
2017
Q2 | $1.8M | Buy |
24,055
+2,984
| +14% | +$223K | 0.06% | 339 |
|
|
2017
Q1 | $1.49M | Buy |
21,071
+2,075
| +11% | +$147K | 0.05% | 391 |
|
|
2016
Q4 | $1.27M | Sell |
18,996
-413
| -2% | -$27.7K | 0.04% | 411 |
|
|
2016
Q3 | $1.45M | Buy |
19,409
+834
| +4% | +$62.3K | 0.05% | 390 |
|
|
2016
Q2 | $1.42M | Buy |
18,575
+864
| +5% | +$65.8K | 0.05% | 372 |
|
|
2016
Q1 | $1.23M | Buy |
17,711
+1,969
| +13% | +$137K | 0.04% | 390 |
|
|
2015
Q4 | $1.07M | Sell |
15,742
-603
| -4% | -$41K | 0.04% | 419 |
|
|
2015
Q3 | $1.11M | Buy |
16,345
+355
| +2% | +$24K | 0.04% | 402 |
|
|
2015
Q2 | $1.05M | Sell |
15,990
-375
| -2% | -$24.6K | 0.04% | 443 |
|
|
2015
Q1 | $1.27M | Buy |
16,365
+3,690
| +29% | +$285K | 0.04% | 397 |
|
|
2014
Q4 | $959K | Sell |
12,675
-621
| -5% | -$47K | 0.03% | 414 |
|
|
2014
Q3 | $829K | Buy |
13,296
+2,525
| +23% | +$157K | 0.03% | 468 |
|
|
2014
Q2 | $676K | Sell |
10,771
-620
| -5% | -$38.9K | 0.02% | 542 |
|
|
2014
Q1 | $679K | Buy |
11,391
+1,897
| +20% | +$113K | 0.02% | 538 |
|
|
2013
Q4 | $508K | Buy |
9,494
+575
| +6% | +$30.8K | 0.02% | 613 |
|
|
2013
Q3 | $557K | Sell |
8,919
-402
| -4% | -$25.1K | 0.02% | 546 |
|
|
2013
Q2 | $625K | Buy |
+9,321
| New | +$625K | 0.02% | 489 |
|