Cahill Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
1,717
+1
| +0.1% | +$154 | 0.03% | 240 |
|
|
2025
Q1 | $263K | Buy |
1,716
+1
| +0.1% | +$153 | 0.04% | 230 |
|
|
2024
Q4 | $216K | Sell |
1,715
-107
| -6% | -$13.5K | 0.03% | 249 |
|
|
2024
Q3 | $233K | Buy |
+1,822
| New | +$233K | 0.03% | 234 |
|
|
2021
Q4 | – | Sell |
-1,693
| Closed | -$140K | – | 793 |
|
|
2021
Q3 | $140K | Buy |
+1,693
| New | +$140K | 0.03% | 244 |
|