Carmel Capital Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
2,612
-1,855
| -42% | -$285K | 0.14% | 100 |
|
|
2025
Q1 | $684K | Sell |
4,467
-73
| -2% | -$11.2K | 0.27% | 76 |
|
|
2024
Q4 | $572K | Buy |
4,540
+60
| +1% | +$7.56K | 0.23% | 75 |
|
|
2024
Q3 | $574K | Buy |
4,480
+118
| +3% | +$15.1K | 0.22% | 77 |
|
|
2024
Q2 | $455K | Buy |
4,362
+70
| +2% | +$7.3K | 0.19% | 78 |
|
|
2024
Q1 | $401K | Buy |
4,292
+414
| +11% | +$38.7K | 0.17% | 86 |
|
|
2023
Q4 | $350K | Buy |
3,878
+533
| +16% | +$48.1K | 0.18% | 95 |
|
|
2023
Q3 | $274K | Buy |
3,345
+1,465
| +78% | +$120K | 0.12% | 115 |
|
|
2023
Q2 | $152K | Buy |
1,880
+136
| +8% | +$11K | 0.08% | 137 |
|
|
2023
Q1 | $125K | Buy |
+1,744
| New | +$125K | 0.07% | 169 |
|