Brighton Jones LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Buy |
5,365
+1,142
| +27% | +$176K | 0.02% | 375 |
|
|
2025
Q1 | $647K | Buy |
4,223
+38
| +0.9% | +$5.82K | 0.02% | 327 |
|
|
2024
Q4 | $527K | Buy |
4,185
+279
| +7% | +$35.2K | 0.02% | 376 |
|
|
2024
Q3 | $500K | Sell |
3,906
-4
| -0.1% | -$512 | 0.02% | 316 |
|
|
2024
Q2 | $408K | Buy |
3,910
+982
| +34% | +$102K | 0.01% | 397 |
|
|
2024
Q1 | $274K | Buy |
2,928
+30
| +1% | +$2.8K | 0.01% | 490 |
|
|
2023
Q4 | $261K | Sell |
2,898
-102
| -3% | -$9.2K | 0.01% | 470 |
|
|
2023
Q3 | $246K | Buy |
3,000
+38
| +1% | +$3.11K | 0.01% | 453 |
|
|
2023
Q2 | $240K | Buy |
+2,962
| New | +$240K | 0.01% | 456 |
|
|
2018
Q3 | – | Sell |
-4,605
| Closed | -$289K | – | 317 |
|
|
2018
Q2 | $289K | Sell |
4,605
-57
| -1% | -$3.58K | 0.04% | 232 |
|
|
2018
Q1 | $254K | Sell |
4,662
-31
| -0.7% | -$1.69K | 0.04% | 242 |
|
|
2017
Q4 | $299K | Sell |
4,693
-101
| -2% | -$6.44K | 0.04% | 213 |
|
|
2017
Q3 | $337K | Sell |
4,794
-140
| -3% | -$9.84K | 0.04% | 194 |
|
|
2017
Q2 | $369K | Buy |
+4,934
| New | +$369K | 0.05% | 174 |
|
|
2017
Q1 | – | Sell |
-4,514
| Closed | -$302K | – | 145 |
|
|
2016
Q4 | $302K | Buy |
4,514
+28
| +0.6% | +$1.87K | 0.11% | 74 |
|
|
2016
Q3 | $335K | Buy |
4,486
+19
| +0.4% | +$1.42K | 0.05% | 170 |
|
|
2016
Q2 | $340K | Sell |
4,467
-7
| -0.2% | -$533 | 0.06% | 152 |
|
|
2016
Q1 | $310K | Buy |
4,474
+17
| +0.4% | +$1.18K | 0.06% | 156 |
|
|
2015
Q4 | $303K | Sell |
4,457
-64
| -1% | -$4.35K | 0.06% | 148 |
|
|
2015
Q3 | $306K | Buy |
4,521
+76
| +2% | +$5.14K | 0.07% | 143 |
|
|
2015
Q2 | $292K | Sell |
4,445
-50
| -1% | -$3.29K | 0.07% | 140 |
|
|
2015
Q1 | $348K | Sell |
4,495
-93
| -2% | -$7.2K | 0.08% | 126 |
|
|
2014
Q4 | $347K | Sell |
4,588
-189
| -4% | -$14.3K | 0.08% | 134 |
|
|
2014
Q3 | $298K | Buy |
4,777
+197
| +4% | +$12.3K | 0.07% | 148 |
|
|
2014
Q2 | $287K | Sell |
4,580
-636
| -12% | -$39.9K | 0.06% | 142 |
|
|
2014
Q1 | $311K | Sell |
5,216
-37
| -0.7% | -$2.21K | 0.07% | 130 |
|
|
2013
Q4 | $281K | Buy |
+5,253
| New | +$281K | 0.06% | 138 |
|