Centaurus Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
12,892
-3,812
| -23% | -$586K | 0.12% | 184 |
|
|
2025
Q1 | $2.56M | Sell |
16,704
-431
| -3% | -$66K | 0.15% | 138 |
|
|
2024
Q4 | $2.16M | Buy |
17,135
+16,347
| +2,074% | +$2.06M | 0.13% | 161 |
|
|
2024
Q3 | $101K | Buy |
+788
| New | +$101K | 0.01% | 822 |
|
|
2018
Q3 | – | Sell |
-4,849
| Closed | -$304K | – | 2029 |
|
|
2018
Q2 | $304K | Buy |
+4,849
| New | +$304K | 0.04% | 416 |
|