Capital Investment Advisory 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 | $247K | Buy |
1,607
+2
| +0.1% | +$307 | 0.02% | 501 |
|
|
2025
Q1 | $246K | Buy |
+1,605
| New | +$246K | 0.02% | 487 |
|
|
2024
Q4 | – | Sell |
-1,690
| Closed | -$216K | – | 1011 |
|
|
2024
Q3 | $216K | Buy |
+1,690
| New | +$216K | 0.02% | 481 |
|
|
2020
Q1 | – | Sell |
-6,888
| Closed | -$563K | – | 624 |
|
|
2019
Q4 | $563K | Sell |
6,888
-442
| -6% | -$36.1K | 0.15% | 149 |
|
|
2019
Q3 | $664K | Sell |
7,330
-100
| -1% | -$9.06K | 0.19% | 109 |
|
|
2019
Q2 | $617K | Buy |
7,430
+344
| +5% | +$28.6K | 0.19% | 114 |
|
|
2019
Q1 | $550K | Sell |
7,086
-172
| -2% | -$13.4K | 0.2% | 98 |
|
|
2018
Q4 | $504K | Sell |
7,258
-40
| -0.5% | -$2.78K | 0.22% | 93 |
|
|
2018
Q3 | $469K | Buy |
7,298
+69
| +1% | +$4.43K | 0.22% | 112 |
|
|
2018
Q2 | $453K | Buy |
7,229
+1,276
| +21% | +$80K | 0.23% | 114 |
|
|
2018
Q1 | $324K | Buy |
+5,953
| New | +$324K | 0.18% | 139 |
|