Chicago Partners Investment 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 | $246K | Buy |
1,521
+120
| +9% | +$19.4K | 0.01% | 933 |
|
|
2025
Q1 | $212K | Buy |
+1,401
| New | +$212K | 0.01% | 844 |
|
|
2018
Q4 | – | Sell |
-488
| Closed | -$32K | – | 921 |
|
|
2018
Q3 | $32K | Hold |
488
| – | – | ﹤0.01% | 595 |
|
|
2018
Q2 | $31K | Hold |
488
| – | – | ﹤0.01% | 569 |
|
|
2018
Q1 | $27K | Hold |
488
| – | – | ﹤0.01% | 564 |
|
|
2017
Q4 | $31K | Hold |
488
| – | – | 0.01% | 535 |
|
|
2017
Q3 | $34K | Buy |
488
+273
| +127% | +$19K | 0.01% | 506 |
|
|
2017
Q2 | $16K | Sell |
215
-58
| -21% | -$4.32K | ﹤0.01% | 534 |
|
|
2017
Q1 | $19K | Buy |
273
+58
| +27% | +$4.04K | 0.01% | 407 |
|
|
2016
Q4 | $14K | Hold |
215
| – | – | 0.01% | 413 |
|
|
2016
Q3 | $16K | Hold |
215
| – | – | 0.01% | 382 |
|
|
2016
Q2 | $16K | Hold |
215
| – | – | 0.01% | 331 |
|
|
2016
Q1 | $15K | Hold |
215
| – | – | 0.01% | 320 |
|
|
2015
Q4 | $15K | Hold |
215
| – | – | 0.01% | 369 |
|
|
2015
Q3 | $15K | Hold |
215
| – | – | 0.01% | 308 |
|
|
2015
Q2 | $14K | Sell |
215
-5
| -2% | -$326 | 0.01% | 321 |
|
|
2015
Q1 | $17K | Buy |
220
+5
| +2% | +$386 | 0.01% | 305 |
|
|
2014
Q4 | $16K | Buy |
+215
| New | +$16K | 0.01% | 317 |
|