Bowman & Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
2,665
| – | – | 0.18% | 87 |
|
|
2025
Q1 | $408K | Hold |
2,665
| – | – | 0.2% | 82 |
|
|
2024
Q4 | $336K | Hold |
2,665
| – | – | 0.17% | 88 |
|
|
2024
Q3 | $341K | Hold |
2,665
| – | – | 0.18% | 87 |
|
|
2024
Q2 | $278K | Hold |
2,665
| – | – | 0.16% | 87 |
|
|
2024
Q1 | $249K | Hold |
2,665
| – | – | 0.15% | 93 |
|
|
2023
Q4 | $240K | Sell |
2,665
-224
| -8% | -$20.2K | 0.17% | 83 |
|
|
2023
Q3 | $237K | Buy |
2,889
+1
| +0% | +$82 | 0.19% | 80 |
|
|
2023
Q2 | $234K | Sell |
2,888
-948
| -25% | -$76.7K | 0.18% | 83 |
|
|
2023
Q1 | $275K | Buy |
3,836
+2
| +0.1% | +$143 | 0.2% | 77 |
|
|
2022
Q4 | $251K | Buy |
3,834
+219
| +6% | +$14.4K | 0.19% | 78 |
|
|
2022
Q3 | $233K | Hold |
3,615
| – | – | 0.21% | 71 |
|
|
2022
Q2 | $298K | Hold |
3,615
| – | – | 0.26% | 68 |
|
|
2022
Q1 | $348K | Hold |
3,615
| – | – | 0.27% | 68 |
|
|
2021
Q4 | $311K | Buy |
+3,615
| New | +$311K | 0.24% | 64 |
|