Bruce G. Allen Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
724
-12
| -2% | -$1.85K | 0.08% | 138 |
|
|
2025
Q1 | $113K | Hold |
736
| – | – | 0.09% | 125 |
|
|
2024
Q4 | $92.8K | Sell |
736
-9
| -1% | -$1.13K | 0.08% | 155 |
|
|
2024
Q3 | $95.4K | Sell |
745
-20
| -3% | -$2.56K | 0.07% | 163 |
|
|
2024
Q2 | $79.8K | Buy |
765
+422
| +123% | +$44K | 0.07% | 177 |
|
|
2024
Q1 | $32.1K | Buy |
343
+61
| +22% | +$5.7K | 0.03% | 314 |
|
|
2023
Q4 | $25.4K | Buy |
+282
| New | +$25.4K | 0.02% | 346 |
|