Brown Brothers Harriman & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
1,109
+973
| +715% | +$150K | ﹤0.01% | 669 |
|
|
2025
Q1 | $20.8K | Sell |
136
-5
| -4% | -$766 | ﹤0.01% | 958 |
|
|
2024
Q4 | $17.8K | Buy |
141
+90
| +176% | +$11.3K | ﹤0.01% | 1037 |
|
|
2024
Q3 | $6.53K | Hold |
51
| – | – | ﹤0.01% | 1121 |
|
|
2024
Q2 | $5.32K | Sell |
51
-100
| -66% | -$10.4K | ﹤0.01% | 1020 |
|
|
2024
Q1 | $14.1K | Sell |
151
-133
| -47% | -$12.4K | ﹤0.01% | 943 |
|
|
2023
Q4 | $25.6K | Sell |
284
-97
| -25% | -$8.75K | ﹤0.01% | 822 |
|
|
2023
Q3 | $31.2K | Buy |
381
+32
| +9% | +$2.62K | ﹤0.01% | 768 |
|
|
2023
Q2 | $28.2K | Sell |
349
-2
| -0.6% | -$162 | ﹤0.01% | 797 |
|
|
2023
Q1 | $25.2K | Buy |
351
+53
| +18% | +$3.8K | ﹤0.01% | 851 |
|
|
2022
Q4 | $19.5K | Sell |
298
-30
| -9% | -$1.97K | ﹤0.01% | 889 |
|
|
2022
Q3 | $21K | Buy |
328
+46
| +16% | +$2.95K | ﹤0.01% | 963 |
|
|
2022
Q2 | $23K | Buy |
282
+88
| +45% | +$7.18K | ﹤0.01% | 857 |
|
|
2022
Q1 | $19K | Sell |
194
-269
| -58% | -$26.3K | ﹤0.01% | 933 |
|
|
2021
Q4 | $40 | Hold |
463
| – | – | ﹤0.01% | 741 |
|
|
2021
Q3 | $38 | Hold |
463
| – | – | ﹤0.01% | 724 |
|
|
2021
Q2 | $38 | Buy |
463
+12
| +3% | +$1 | ﹤0.01% | 717 |
|
|
2021
Q1 | $32 | Sell |
451
-410
| -48% | -$29 | ﹤0.01% | 715 |
|
|
2020
Q4 | $56K | Buy |
861
+800
| +1,311% | +$52K | ﹤0.01% | 649 |
|
|
2020
Q3 | $3K | Sell |
61
-5
| -8% | -$246 | ﹤0.01% | 885 |
|
|
2020
Q2 | $3K | Sell |
66
-1,610
| -96% | -$73.2K | ﹤0.01% | 874 |
|
|
2020
Q1 | $77K | Sell |
1,676
-2,321
| -58% | -$107K | ﹤0.01% | 483 |
|
|
2019
Q4 | $327K | Buy |
3,997
+90
| +2% | +$7.36K | ﹤0.01% | 369 |
|
|
2019
Q3 | $354K | Buy |
3,907
+1,888
| +94% | +$171K | ﹤0.01% | 324 |
|
|
2019
Q2 | $165K | Sell |
2,019
-560
| -22% | -$45.8K | ﹤0.01% | 427 |
|
|
2019
Q1 | $200K | Buy |
+2,579
| New | +$200K | ﹤0.01% | 390 |
|
|
2018
Q2 | – | Sell |
-21
| Closed | -$1K | – | 881 |
|
|
2018
Q1 | $1K | Sell |
21
-44
| -68% | -$2.1K | ﹤0.01% | 779 |
|
|
2017
Q4 | $4K | Sell |
65
-171
| -72% | -$10.5K | ﹤0.01% | 907 |
|
|
2017
Q3 | $17K | Hold |
236
| – | – | ﹤0.01% | 613 |
|
|
2017
Q2 | $18K | Buy |
236
+215
| +1,024% | +$16.4K | ﹤0.01% | 608 |
|
|
2017
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 781 |
|
|
2016
Q1 | – | Sell |
-333
| Closed | -$23K | – | 743 |
|
|
2015
Q4 | $23K | Sell |
333
-1,353
| -80% | -$93.5K | ﹤0.01% | 547 |
|
|
2015
Q3 | $114K | Buy |
1,686
+788
| +88% | +$53.3K | ﹤0.01% | 382 |
|
|
2015
Q2 | $59K | Hold |
898
| – | – | ﹤0.01% | 482 |
|
|
2015
Q1 | $69K | Sell |
898
-3,185
| -78% | -$245K | ﹤0.01% | 462 |
|
|
2014
Q4 | $309K | Buy |
4,083
+2,755
| +207% | +$208K | ﹤0.01% | 306 |
|
|
2014
Q3 | $83K | Buy |
+1,328
| New | +$83K | ﹤0.01% | 458 |
|
|
2014
Q1 | – | Sell |
-450
| Closed | -$24K | – | 820 |
|
|
2013
Q4 | $24K | Hold |
450
| – | – | ﹤0.01% | 528 |
|
|
2013
Q3 | $28K | Sell |
450
-232
| -34% | -$14.4K | ﹤0.01% | 528 |
|
|
2013
Q2 | $46K | Buy |
+682
| New | +$46K | ﹤0.01% | 545 |
|