Chesley Taft & Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
+16,280
| New | +$2.5M | 0.11% | 133 |
|
|
2018
Q1 | – | Sell |
-13,640
| Closed | -$870K | – | 287 |
|
|
2017
Q4 | $870K | Sell |
13,640
-1,500
| -10% | -$95.7K | 0.07% | 181 |
|
|
2017
Q3 | $1.06M | Buy |
15,140
+125
| +0.8% | +$8.79K | 0.09% | 167 |
|
|
2017
Q2 | $1.12M | Buy |
15,015
+225
| +2% | +$16.8K | 0.1% | 162 |
|
|
2017
Q1 | $1.05M | Hold |
14,790
| – | – | 0.1% | 167 |
|
|
2016
Q4 | $990K | Sell |
14,790
-10,000
| -40% | -$669K | 0.1% | 169 |
|
|
2016
Q3 | $1.85M | Buy |
24,790
+75
| +0.3% | +$5.61K | 0.19% | 107 |
|
|
2016
Q2 | $1.88M | Buy |
24,715
+200
| +0.8% | +$15.2K | 0.19% | 107 |
|
|
2016
Q1 | $1.7M | Buy |
24,515
+13
| +0.1% | +$901 | 0.18% | 109 |
|
|
2015
Q4 | $1.67M | Sell |
24,502
-1,298
| -5% | -$88.3K | 0.18% | 111 |
|
|
2015
Q3 | $1.75M | Sell |
25,800
-1,850
| -7% | -$125K | 0.19% | 101 |
|
|
2015
Q2 | $1.82M | Buy |
27,650
+500
| +2% | +$32.8K | 0.19% | 105 |
|
|
2015
Q1 | $2.1M | Sell |
27,150
-125
| -0.5% | -$9.67K | 0.22% | 103 |
|
|
2014
Q4 | $2.06M | Buy |
27,275
+275
| +1% | +$20.8K | 0.21% | 105 |
|
|
2014
Q3 | $1.68M | Buy |
27,000
+200
| +0.7% | +$12.5K | 0.18% | 113 |
|
|
2014
Q2 | $1.68M | Buy |
26,800
+2,875
| +12% | +$180K | 0.17% | 113 |
|
|
2014
Q1 | $1.43M | Buy |
23,925
+2,725
| +13% | +$162K | 0.15% | 120 |
|
|
2013
Q4 | $1.14M | Buy |
21,200
+7,675
| +57% | +$411K | 0.11% | 149 |
|
|
2013
Q3 | $844K | Buy |
13,525
+55
| +0.4% | +$3.43K | 0.09% | 163 |
|
|
2013
Q2 | $903K | Buy |
+13,470
| New | +$903K | 0.1% | 154 |
|