CAPTRUST Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
81,170
-907
| -1% | -$139K | 0.03% | 408 |
|
|
2025
Q1 | $12.6M | Buy |
82,077
+817
| +1% | +$125K | 0.03% | 376 |
|
|
2024
Q4 | $10.2M | Buy |
81,260
+3,090
| +4% | +$389K | 0.03% | 361 |
|
|
2024
Q3 | $10M | Sell |
78,170
-4,354
| -5% | -$557K | 0.03% | 380 |
|
|
2024
Q2 | $8.6M | Sell |
82,524
-4,112
| -5% | -$429K | 0.03% | 382 |
|
|
2024
Q1 | $8.1M | Sell |
86,636
-2,314
| -3% | -$216K | 0.03% | 386 |
|
|
2023
Q4 | $8.02M | Buy |
88,950
+450
| +0.5% | +$40.6K | 0.03% | 415 |
|
|
2023
Q3 | $7.25M | Sell |
88,500
-74
| -0.1% | -$6.06K | 0.03% | 405 |
|
|
2023
Q2 | $7.16M | Buy |
88,574
+17,099
| +24% | +$1.38M | 0.03% | 395 |
|
|
2023
Q1 | $5.12M | Sell |
71,475
-10
| -0% | -$717 | 0.02% | 446 |
|
|
2022
Q4 | $4.69M | Buy |
71,485
+824
| +1% | +$54K | 0.02% | 451 |
|
|
2022
Q3 | $4.55M | Buy |
+70,661
| New | +$4.55M | 0.03% | 423 |
|