Carr Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
1,742
-237
| -12% | -$36.4K | 0.08% | 154 |
|
|
2025
Q1 | $303K | Sell |
1,979
-292
| -13% | -$44.7K | 0.1% | 136 |
|
|
2024
Q4 | $286K | Buy |
2,271
+9
| +0.4% | +$1.13K | 0.09% | 151 |
|
|
2024
Q3 | $290K | Buy |
2,262
+11
| +0.5% | +$1.41K | 0.08% | 158 |
|
|
2024
Q2 | $235K | Buy |
+2,251
| New | +$235K | 0.07% | 172 |
|