Choreo LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
14,589
-1,335
| -8% | -$205K | 0.03% | 339 |
|
|
2025
Q1 | $2.44M | Buy |
15,924
+1,895
| +14% | +$290K | 0.04% | 294 |
|
|
2024
Q4 | $1.75M | Sell |
14,029
-352
| -2% | -$44K | 0.03% | 391 |
|
|
2024
Q3 | $1.83M | Buy |
14,381
+1,286
| +10% | +$164K | 0.03% | 374 |
|
|
2024
Q2 | $1.36M | Buy |
+13,095
| New | +$1.36M | 0.02% | 409 |
|
|
2019
Q4 | – | Sell |
-2,269
| Closed | -$206K | – | 202 |
|
|
2019
Q3 | $206K | Buy |
+2,269
| New | +$206K | 0.02% | 180 |
|
|
2018
Q1 | – | Sell |
-3,919
| Closed | -$250K | – | 296 |
|
|
2017
Q4 | $250K | Sell |
3,919
-253
| -6% | -$16.1K | 0.03% | 248 |
|
|
2017
Q3 | $293K | Sell |
4,172
-1,123
| -21% | -$78.9K | 0.04% | 221 |
|
|
2017
Q2 | $396K | Buy |
5,295
+107
| +2% | +$8K | 0.06% | 170 |
|
|
2017
Q1 | $367K | Buy |
5,188
+200
| +4% | +$14.1K | 0.05% | 183 |
|
|
2016
Q4 | $334K | Buy |
4,988
+1,583
| +46% | +$106K | 0.05% | 181 |
|
|
2016
Q3 | $255K | Buy |
+3,405
| New | +$255K | 0.04% | 193 |
|