Caldwell Sutter Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Hold |
3,711
| – | – | 0.26% | 104 |
|
|
2025
Q1 | $569K | Sell |
3,711
-14
| -0.4% | -$2.15K | 0.27% | 102 |
|
|
2024
Q4 | $469K | Buy |
3,725
+1,200
| +48% | +$151K | 0.22% | 115 |
|
|
2024
Q3 | $323K | Sell |
2,525
-10
| -0.4% | -$1.28K | 0.15% | 146 |
|
|
2024
Q2 | $264K | Sell |
2,535
-150
| -6% | -$15.6K | 0.13% | 161 |
|
|
2024
Q1 | $251K | Buy |
2,685
+270
| +11% | +$25.2K | 0.12% | 166 |
|
|
2023
Q4 | $218K | Buy |
2,415
+10
| +0.4% | +$902 | 0.11% | 179 |
|
|
2023
Q3 | $197K | Hold |
2,405
| – | – | 0.11% | 178 |
|
|
2023
Q2 | $195K | Buy |
2,405
+267
| +12% | +$21.6K | 0.1% | 183 |
|
|
2023
Q1 | $153K | Buy |
2,138
+538
| +34% | +$38.6K | 0.11% | 155 |
|
|
2022
Q4 | $105K | Buy |
+1,600
| New | +$105K | 0.09% | 138 |
|