Capital Analysts LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
2,694
-51
| -2% | -$7.84K | 0.01% | 417 |
|
|
2025
Q1 | $420K | Buy |
2,745
+2
| +0.1% | +$306 | 0.02% | 401 |
|
|
2024
Q4 | $346K | Buy |
2,743
+14
| +0.5% | +$1.77K | 0.01% | 390 |
|
|
2024
Q3 | $349K | Buy |
2,729
+1,540
| +130% | +$197K | 0.01% | 378 |
|
|
2024
Q2 | $124K | Buy |
1,189
+57
| +5% | +$5.94K | 0.01% | 533 |
|
|
2024
Q1 | $106K | Buy |
1,132
+2
| +0.2% | +$187 | ﹤0.01% | 536 |
|
|
2023
Q4 | $102K | Sell |
1,130
-64
| -5% | -$5.78K | 0.01% | 527 |
|
|
2023
Q3 | $98K | Buy |
1,194
+3
| +0.3% | +$246 | 0.01% | 490 |
|
|
2023
Q2 | $96K | Buy |
1,191
+5
| +0.4% | +$403 | 0.01% | 479 |
|
|
2023
Q1 | $85K | Sell |
1,186
-129
| -10% | -$9.25K | ﹤0.01% | 500 |
|
|
2022
Q4 | $86K | Sell |
1,315
-114
| -8% | -$7.46K | 0.01% | 529 |
|
|
2022
Q3 | $92K | Sell |
1,429
-143
| -9% | -$9.21K | 0.01% | 465 |
|
|
2022
Q2 | $130K | Buy |
1,572
+314
| +25% | +$26K | 0.01% | 396 |
|
|
2022
Q1 | $121K | Sell |
1,258
-305
| -20% | -$29.3K | 0.01% | 401 |
|
|
2021
Q4 | $134K | Buy |
1,563
+6
| +0.4% | +$514 | 0.01% | 401 |
|
|
2021
Q3 | $128K | Buy |
1,557
+273
| +21% | +$22.4K | 0.01% | 406 |
|
|
2021
Q2 | $107K | Sell |
1,284
-15
| -1% | -$1.25K | 0.01% | 438 |
|
|
2021
Q1 | $93K | Buy |
1,299
+391
| +43% | +$28K | 0.01% | 476 |
|
|
2020
Q4 | $59K | Sell |
908
-106
| -10% | -$6.89K | 0.01% | 392 |
|
|
2020
Q3 | $56K | Sell |
1,014
-24
| -2% | -$1.33K | 0.01% | 387 |
|
|
2020
Q2 | $54K | Buy |
1,038
+9
| +0.9% | +$468 | 0.01% | 368 |
|
|
2020
Q1 | $47K | Sell |
1,029
-16,498
| -94% | -$754K | 0.01% | 346 |
|
|
2019
Q4 | $1.43M | Buy |
17,527
+16,559
| +1,711% | +$1.35M | 0.14% | 142 |
|
|
2019
Q3 | $87K | Sell |
968
-10
| -1% | -$899 | 0.01% | 303 |
|
|
2019
Q2 | $80K | Buy |
978
+8
| +0.8% | +$654 | 0.01% | 303 |
|
|
2019
Q1 | $75K | Buy |
970
+8
| +0.8% | +$619 | 0.01% | 292 |
|
|
2018
Q4 | $67K | Buy |
962
+9
| +0.9% | +$627 | 0.01% | 276 |
|
|
2018
Q3 | $61K | Buy |
953
+9
| +1% | +$576 | 0.01% | 298 |
|
|
2018
Q2 | $59K | Buy |
944
+11
| +1% | +$688 | 0.01% | 310 |
|
|
2018
Q1 | $51K | Sell |
933
-144
| -13% | -$7.87K | 0.01% | 309 |
|
|
2017
Q4 | $69K | Buy |
1,077
+10
| +0.9% | +$641 | 0.01% | 285 |
|
|
2017
Q3 | $75K | Buy |
1,067
+10
| +0.9% | +$703 | 0.01% | 272 |
|
|
2017
Q2 | $79.2K | Buy |
1,057
+54
| +5% | +$4.05K | 0.01% | 267 |
|
|
2017
Q1 | $71.1K | Sell |
1,003
-80
| -7% | -$5.67K | 0.01% | 239 |
|
|
2016
Q4 | $73K | Sell |
1,083
-15
| -1% | -$1.01K | 0.01% | 243 |
|
|
2016
Q3 | $82.2K | Buy |
1,098
+69
| +7% | +$5.16K | 0.02% | 224 |
|
|
2016
Q2 | $78.5K | Buy |
1,029
+9
| +0.9% | +$686 | 0.02% | 226 |
|
|
2016
Q1 | $70.8K | Buy |
1,020
+12
| +1% | +$833 | 0.01% | 241 |
|
|
2015
Q4 | $68.6K | Buy |
+1,008
| New | +$68.6K | 0.01% | 251 |
|
|
2015
Q3 | – | Sell |
-940
| Closed | -$61.7K | – | 390 |
|
|
2015
Q2 | $61.7K | Buy |
940
+7
| +0.8% | +$460 | 0.01% | 260 |
|
|
2015
Q1 | $72.2K | Buy |
933
+197
| +27% | +$15.2K | 0.02% | 236 |
|
|
2014
Q4 | $55.7K | Buy |
736
+61
| +9% | +$4.62K | 0.01% | 244 |
|
|
2014
Q3 | $42.2K | Buy |
675
+137
| +25% | +$8.56K | 0.01% | 253 |
|
|
2014
Q2 | $33.7K | Buy |
538
+3
| +0.6% | +$188 | 0.01% | 264 |
|
|
2014
Q1 | $31.9K | Buy |
535
+3
| +0.6% | +$179 | 0.01% | 252 |
|
|
2013
Q4 | $28.5K | Buy |
532
+78
| +17% | +$4.18K | 0.01% | 246 |
|
|
2013
Q3 | $28.4K | Sell |
454
-56
| -11% | -$3.5K | 0.01% | 234 |
|
|
2013
Q2 | $34.2K | Buy |
+510
| New | +$34.2K | 0.01% | 211 |
|