Caption Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1050 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1122 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1029 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 930 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 908 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 894 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 919 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 937 |
|
|
2021
Q3 | – | Sell |
-20,000
| Closed | -$1.66M | – | 949 |
|
|
2021
Q2 | $1.66M | Buy |
+20,000
| New | +$1.66M | 0.02% | 132 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 777 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 670 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 667 |
|