Center for Financial Planning’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Hold |
133
| – | – | ﹤0.01% | 390 |
|
|
2025
Q1 | $20.4K | Hold |
133
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $16.8K | Hold |
133
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $17K | Hold |
133
| – | – | ﹤0.01% | 348 |
|
|
2024
Q2 | $13.9K | Hold |
133
| – | – | ﹤0.01% | 355 |
|
|
2024
Q1 | $12.4K | Hold |
133
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $12K | Hold |
133
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $10.9K | Hold |
133
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $10.8K | Hold |
133
| – | – | ﹤0.01% | 375 |
|
|
2023
Q1 | $9.54K | Hold |
133
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $8.72K | Hold |
133
| – | – | ﹤0.01% | 371 |
|
|
2022
Q3 | $9K | Hold |
133
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $11K | Hold |
133
| – | – | ﹤0.01% | 353 |
|
|
2022
Q1 | $13K | Hold |
133
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $11K | Hold |
133
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $11K | Hold |
133
| – | – | ﹤0.01% | 356 |
|
|
2021
Q2 | $11K | Hold |
133
| – | – | ﹤0.01% | 356 |
|
|
2021
Q1 | $10K | Sell |
133
-300
| -69% | -$22.6K | ﹤0.01% | 387 |
|
|
2020
Q4 | $28K | Hold |
433
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $24K | Hold |
433
| – | – | 0.01% | 247 |
|
|
2020
Q2 | $22K | Hold |
433
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $20K | Hold |
433
| – | – | 0.01% | 258 |
|
|
2019
Q4 | $35K | Buy |
+433
| New | +$35K | 0.01% | 218 |
|