Boston Family Office’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
25,753
-79
| -0.3% | -$12.1K | 0.26% | 84 |
|
|
2025
Q1 | $3.96M | Sell |
25,832
-803
| -3% | -$123K | 0.28% | 80 |
|
|
2024
Q4 | $3.36M | Buy |
26,635
+418
| +2% | +$52.7K | 0.23% | 89 |
|
|
2024
Q3 | $3.36M | Buy |
26,217
+416
| +2% | +$53.3K | 0.23% | 89 |
|
|
2024
Q2 | $2.69M | Buy |
25,801
+207
| +0.8% | +$21.6K | 0.19% | 93 |
|
|
2024
Q1 | $2.39M | Sell |
25,594
-917
| -3% | -$85.7K | 0.17% | 101 |
|
|
2023
Q4 | $2.39M | Sell |
26,511
-1,005
| -4% | -$90.6K | 0.18% | 97 |
|
|
2023
Q3 | $2.25M | Buy |
27,516
+72
| +0.3% | +$5.9K | 0.18% | 98 |
|
|
2023
Q2 | $2.22M | Sell |
27,444
-290
| -1% | -$23.5K | 0.17% | 104 |
|
|
2023
Q1 | $1.99M | Sell |
27,734
-1,069
| -4% | -$76.6K | 0.16% | 112 |
|
|
2022
Q4 | $1.89M | Buy |
28,803
+1,210
| +4% | +$79.3K | 0.16% | 114 |
|
|
2022
Q3 | $1.77M | Buy |
27,593
+2,797
| +11% | +$180K | 0.16% | 110 |
|
|
2022
Q2 | $2.04M | Hold |
24,796
| – | – | 0.17% | 109 |
|
|
2022
Q1 | $2.38M | Buy |
24,796
+34
| +0.1% | +$3.27K | 0.17% | 106 |
|
|
2021
Q4 | $2.12M | Buy |
24,762
+591
| +2% | +$50.7K | 0.14% | 116 |
|
|
2021
Q3 | $1.99M | Sell |
24,171
-278
| -1% | -$22.9K | 0.14% | 114 |
|
|
2021
Q2 | $2.03M | Buy |
24,449
+161
| +0.7% | +$13.4K | 0.15% | 117 |
|
|
2021
Q1 | $1.74M | Buy |
24,288
+1,863
| +8% | +$133K | 0.13% | 126 |
|
|
2020
Q4 | $1.45M | Sell |
22,425
-2,500
| -10% | -$162K | 0.11% | 135 |
|
|
2020
Q3 | $1.37M | Sell |
24,925
-2,141
| -8% | -$118K | 0.12% | 124 |
|
|
2020
Q2 | $1.4M | Sell |
27,066
-250
| -0.9% | -$12.9K | 0.14% | 123 |
|
|
2020
Q1 | $1.25M | Hold |
27,316
| – | – | 0.15% | 121 |
|
|
2019
Q4 | $2.23M | Buy |
27,316
+76
| +0.3% | +$6.22K | 0.21% | 103 |
|
|
2019
Q3 | $2.47M | Hold |
27,240
| – | – | 0.26% | 94 |
|
|
2019
Q2 | $2.22M | Hold |
27,240
| – | – | 0.23% | 99 |
|
|
2019
Q1 | $2.11M | Buy |
27,240
+249
| +0.9% | +$19.3K | 0.23% | 102 |
|
|
2018
Q4 | $1.87M | Hold |
26,991
| – | – | 0.23% | 105 |
|
|
2018
Q3 | $1.74M | Hold |
26,991
| – | – | 0.18% | 124 |
|
|
2018
Q2 | $1.69M | Sell |
26,991
-8,300
| -24% | -$520K | 0.19% | 119 |
|
|
2018
Q1 | $1.92M | Buy |
35,291
+11,700
| +50% | +$637K | 0.22% | 112 |
|
|
2017
Q4 | $1.5M | Buy |
23,591
+2,850
| +14% | +$182K | 0.17% | 127 |
|
|
2017
Q3 | $1.46M | Sell |
20,741
-150
| -0.7% | -$10.5K | 0.17% | 128 |
|
|
2017
Q2 | $1.56M | Buy |
20,891
+1,891
| +10% | +$142K | 0.19% | 124 |
|
|
2017
Q1 | $1.35M | Hold |
19,000
| – | – | 0.17% | 128 |
|
|
2016
Q4 | $1.27M | Buy |
19,000
+3,500
| +23% | +$234K | 0.17% | 131 |
|
|
2016
Q3 | $1.16M | Buy |
15,500
+1,000
| +7% | +$74.8K | 0.15% | 138 |
|
|
2016
Q2 | $1.1M | Buy |
14,500
+3,000
| +26% | +$228K | 0.14% | 140 |
|
|
2016
Q1 | $797K | Buy |
11,500
+7,750
| +207% | +$537K | 0.11% | 158 |
|
|
2015
Q4 | $255K | Buy |
+3,750
| New | +$255K | 0.03% | 218 |
|