Checchi Capital Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
10,742
-261
| -2% | -$40.1K | 0.09% | 142 |
|
|
2025
Q1 | $1.69M | Buy |
11,003
+1,797
| +20% | +$275K | 0.09% | 141 |
|
|
2024
Q4 | $1.16M | Buy |
9,206
+172
| +2% | +$21.7K | 0.07% | 170 |
|
|
2024
Q3 | $1.16M | Sell |
9,034
-276
| -3% | -$35.3K | 0.06% | 177 |
|
|
2024
Q2 | $971K | Buy |
9,310
+191
| +2% | +$19.9K | 0.05% | 189 |
|
|
2024
Q1 | $852K | Buy |
9,119
+500
| +6% | +$46.7K | 0.07% | 218 |
|
|
2023
Q4 | $777K | Buy |
8,619
+95
| +1% | +$8.57K | 0.06% | 219 |
|
|
2023
Q3 | $698K | Buy |
8,524
+278
| +3% | +$22.8K | 0.06% | 221 |
|
|
2023
Q2 | $667K | Buy |
8,246
+36
| +0.4% | +$2.91K | 0.06% | 231 |
|
|
2023
Q1 | $589K | Sell |
8,210
-399
| -5% | -$28.6K | 0.06% | 249 |
|
|
2022
Q4 | $564K | Buy |
8,609
+31
| +0.4% | +$2.03K | 0.06% | 247 |
|
|
2022
Q3 | $552K | Buy |
8,578
+146
| +2% | +$9.4K | 0.05% | 241 |
|
|
2022
Q2 | $728K | Buy |
8,432
+3,449
| +69% | +$298K | 0.06% | 210 |
|
|
2022
Q1 | $479K | Buy |
4,983
+356
| +8% | +$34.2K | 0.04% | 269 |
|
|
2021
Q4 | $397K | Buy |
4,627
+143
| +3% | +$12.3K | 0.03% | 319 |
|
|
2021
Q3 | $369K | Buy |
4,484
+113
| +3% | +$9.3K | 0.04% | 301 |
|
|
2021
Q2 | $363K | Buy |
4,371
+6
| +0.1% | +$498 | 0.04% | 305 |
|
|
2021
Q1 | $313K | Buy |
4,365
+285
| +7% | +$20.4K | 0.03% | 335 |
|
|
2020
Q4 | $264K | Buy |
4,080
+78
| +2% | +$5.05K | 0.03% | 369 |
|
|
2020
Q3 | $220K | Sell |
4,002
-381
| -9% | -$20.9K | 0.02% | 374 |
|
|
2020
Q2 | $227K | Sell |
4,383
-667
| -13% | -$34.5K | 0.03% | 374 |
|
|
2020
Q1 | $231K | Buy |
5,050
+1,065
| +27% | +$48.7K | 0.02% | 301 |
|
|
2019
Q4 | $326K | Sell |
3,985
-14
| -0.4% | -$1.15K | 0.04% | 275 |
|
|
2019
Q3 | $363K | Buy |
3,999
+364
| +10% | +$33K | 0.05% | 250 |
|
|
2019
Q2 | $296K | Buy |
3,635
+35
| +1% | +$2.85K | 0.04% | 294 |
|
|
2019
Q1 | $279K | Sell |
3,600
-156
| -4% | -$12.1K | 0.03% | 296 |
|
|
2018
Q4 | $261K | Sell |
3,756
-360
| -9% | -$25K | 0.03% | 277 |
|
|
2018
Q3 | $265K | Buy |
4,116
+541
| +15% | +$34.8K | 0.03% | 335 |
|
|
2018
Q2 | $224K | Buy |
+3,575
| New | +$224K | 0.03% | 348 |
|
|
2018
Q1 | – | Sell |
-3,470
| Closed | -$221K | – | 419 |
|
|
2017
Q4 | $221K | Sell |
3,470
-221
| -6% | -$14.1K | 0.03% | 360 |
|
|
2017
Q3 | $259K | Buy |
3,691
+32
| +0.9% | +$2.25K | 0.03% | 304 |
|
|
2017
Q2 | $274K | Sell |
3,659
-563
| -13% | -$42.2K | 0.03% | 289 |
|
|
2017
Q1 | $299K | Sell |
4,222
-397
| -9% | -$28.1K | 0.03% | 274 |
|
|
2016
Q4 | $309K | Sell |
4,619
-152
| -3% | -$10.2K | 0.04% | 258 |
|
|
2016
Q3 | $357K | Buy |
4,771
+106
| +2% | +$7.93K | 0.04% | 210 |
|
|
2016
Q2 | $355K | Buy |
4,665
+165
| +4% | +$12.6K | 0.04% | 201 |
|
|
2016
Q1 | $312K | Buy |
4,500
+77
| +2% | +$5.34K | 0.07% | 225 |
|
|
2015
Q4 | $301K | Buy |
4,423
+333
| +8% | +$22.7K | 0.08% | 235 |
|
|
2015
Q3 | $277K | Buy |
4,090
+75
| +2% | +$5.08K | 0.08% | 226 |
|
|
2015
Q2 | $264K | Buy |
4,015
+288
| +8% | +$18.9K | 0.07% | 256 |
|
|
2015
Q1 | $288K | Buy |
3,727
+105
| +3% | +$8.11K | 0.09% | 230 |
|
|
2014
Q4 | $274K | Buy |
+3,622
| New | +$274K | 0.1% | 216 |
|