City State Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Hold |
1,058
| – | – | 0.05% | 210 |
|
|
2025
Q1 | $162K | Hold |
1,058
| – | – | 0.05% | 203 |
|
|
2024
Q4 | $133K | Hold |
1,058
| – | – | 0.05% | 217 |
|
|
2024
Q3 | $135K | Hold |
1,058
| – | – | 0.05% | 226 |
|
|
2024
Q2 | $110K | Hold |
1,058
| – | – | 0.05% | 240 |
|
|
2024
Q1 | $99K | Hold |
1,058
| – | – | 0.04% | 247 |
|
|
2023
Q4 | $95K | Hold |
1,058
| – | – | 0.05% | 240 |
|
|
2023
Q3 | $87K | Hold |
1,058
| – | – | 0.05% | 239 |
|
|
2023
Q2 | $86K | Hold |
1,058
| – | – | 0.05% | 246 |
|
|
2023
Q1 | $76K | Hold |
1,058
| – | – | 0.04% | 248 |
|
|
2022
Q4 | $69K | Buy |
1,058
+926
| +702% | +$60.4K | 0.04% | 243 |
|
|
2022
Q3 | $8K | Hold |
132
| – | – | 0.01% | 475 |
|
|
2022
Q2 | $11K | Hold |
132
| – | – | 0.01% | 424 |
|
|
2022
Q1 | $13K | Hold |
132
| – | – | 0.01% | 424 |
|
|
2021
Q4 | $11K | Buy |
+132
| New | +$11K | 0.01% | 460 |
|