Capital Analysts LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $491K | Buy |
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|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $349K | Buy |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $106K | Buy |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $98K | Buy |
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|
2023
Q2 | $96K | Buy |
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|
2023
Q1 | $85K | Sell |
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|
2022
Q4 | $86K | Sell |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $130K | Buy |
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|
2022
Q1 | $121K | Sell |
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|
2021
Q4 | $134K | Buy |
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|
2021
Q3 | $128K | Buy |
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|
2021
Q2 | $107K | Sell |
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|
2021
Q1 | $93K | Buy |
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|
2020
Q4 | $59K | Sell |
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|
2020
Q3 | $56K | Sell |
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|
2020
Q2 | $54K | Buy |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $87K | Sell |
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|
2019
Q2 | $80K | Buy |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q3 | $61K | Buy |
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|
2018
Q2 | $59K | Buy |
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|
2018
Q1 | $51K | Sell |
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|
2017
Q4 | $69K | Buy |
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|
2017
Q3 | $75K | Buy |
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|
2017
Q2 | $79.2K | Buy |
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|
2017
Q1 | $71K | Sell |
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|
2016
Q4 | $73K | Sell |
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|
2016
Q3 | $82.2K | Buy |
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|
2016
Q2 | $78.5K | Buy |
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|
2016
Q1 | $70.8K | Buy |
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|
2015
Q4 | $68.6K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $61.7K | Buy |
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|
2015
Q1 | $72.2K | Buy |
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|
2014
Q4 | $55.7K | Buy |
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|
2014
Q3 | $42.2K | Buy |
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|
2014
Q2 | $33.7K | Buy |
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|
2014
Q1 | $31.9K | Buy |
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|
2013
Q4 | $28.5K | Buy |
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|
2013
Q3 | $28.4K | Sell |
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|
2013
Q2 | $34.2K | Buy |
|