Clifford Swan Investment Counsel’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
2,408
+2
| +0.1% | +$307 | 0.01% | 244 |
|
|
2025
Q1 | $369K | Hold |
2,406
| – | – | 0.01% | 240 |
|
|
2024
Q4 | $303K | Hold |
2,406
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $308K | Hold |
2,406
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $251K | Hold |
2,406
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $225K | Hold |
2,406
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $217K | Buy |
+2,406
| New | +$217K | 0.01% | 289 |
|
|
2022
Q3 | – | Sell |
-2,450
| Closed | -$202K | – | 318 |
|
|
2022
Q2 | $202K | Buy |
2,450
+44
| +2% | +$3.63K | 0.01% | 314 |
|
|
2022
Q1 | $231K | Sell |
2,406
-23
| -0.9% | -$2.21K | 0.01% | 310 |
|
|
2021
Q4 | $208K | Buy |
+2,429
| New | +$208K | 0.01% | 327 |
|