Burkett Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Hold |
145
| – | – | 0.01% | 124 |
|
|
2025
Q1 | $22.2K | Buy |
145
+1
| +0.7% | +$153 | 0.01% | 128 |
|
|
2024
Q4 | $18.2K | Buy |
144
+1
| +0.7% | +$126 | 0.01% | 125 |
|
|
2024
Q3 | $18.4K | Hold |
143
| – | – | 0.01% | 117 |
|
|
2024
Q2 | $14.9K | Buy |
143
+1
| +0.7% | +$104 | 0.01% | 123 |
|
|
2024
Q1 | $13.3K | Buy |
142
+1
| +0.7% | +$93 | 0.01% | 134 |
|
|
2023
Q4 | $12.7K | Buy |
+141
| New | +$12.7K | 0.01% | 129 |
|