Commerce 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 | $3M | Buy |
19,530
+237
| +1% | +$36.4K | 0.02% | 415 |
|
|
2025
Q1 | $2.96M | Sell |
19,293
-1,362
| -7% | -$209K | 0.02% | 409 |
|
|
2024
Q4 | $2.6M | Sell |
20,655
-676
| -3% | -$85.2K | 0.02% | 440 |
|
|
2024
Q3 | $2.73M | Sell |
21,331
-1,985
| -9% | -$254K | 0.02% | 435 |
|
|
2024
Q2 | $2.43M | Sell |
23,316
-1,512
| -6% | -$158K | 0.02% | 446 |
|
|
2024
Q1 | $2.32M | Sell |
24,828
-5,932
| -19% | -$554K | 0.02% | 454 |
|
|
2023
Q4 | $2.77M | Buy |
30,760
+4,003
| +15% | +$361K | 0.02% | 423 |
|
|
2023
Q3 | $2.19M | Buy |
26,757
+1,156
| +5% | +$94.7K | 0.02% | 434 |
|
|
2023
Q2 | $2.07M | Sell |
25,601
-348
| -1% | -$28.2K | 0.02% | 446 |
|
|
2023
Q1 | $1.86M | Buy |
25,949
+121
| +0.5% | +$8.67K | 0.01% | 445 |
|
|
2022
Q4 | $1.69M | Sell |
25,828
-982
| -4% | -$64.4K | 0.01% | 458 |
|
|
2022
Q3 | $1.72M | Sell |
26,810
-1,602
| -6% | -$103K | 0.02% | 456 |
|
|
2022
Q2 | $2.34M | Buy |
28,412
+866
| +3% | +$71.3K | 0.02% | 421 |
|
|
2022
Q1 | $2.65M | Sell |
27,546
-718
| -3% | -$69K | 0.02% | 427 |
|
|
2021
Q4 | $2.43M | Buy |
28,264
+1,893
| +7% | +$162K | 0.02% | 440 |
|
|
2021
Q3 | $2.17M | Buy |
26,371
+2,363
| +10% | +$195K | 0.02% | 453 |
|
|
2021
Q2 | $2M | Buy |
24,008
+4,290
| +22% | +$356K | 0.01% | 461 |
|
|
2021
Q1 | $1.41M | Sell |
19,718
-1,119
| -5% | -$80.1K | 0.01% | 500 |
|
|
2020
Q4 | $1.35M | Sell |
20,837
-1,116
| -5% | -$72.1K | 0.01% | 496 |
|
|
2020
Q3 | $1.21M | Buy |
21,953
+4,974
| +29% | +$274K | 0.01% | 479 |
|
|
2020
Q2 | $879K | Sell |
16,979
-8,601
| -34% | -$445K | 0.01% | 527 |
|
|
2020
Q1 | $1.17M | Buy |
25,580
+1,390
| +6% | +$63.6K | 0.01% | 416 |
|
|
2019
Q4 | $1.98M | Buy |
24,190
+1,174
| +5% | +$96K | 0.02% | 391 |
|
|
2019
Q3 | $2.09M | Sell |
23,016
-2,935
| -11% | -$266K | 0.02% | 380 |
|
|
2019
Q2 | $2.12M | Buy |
25,951
+3,218
| +14% | +$262K | 0.02% | 312 |
|
|
2019
Q1 | $1.76M | Buy |
22,733
+943
| +4% | +$73.2K | 0.02% | 324 |
|
|
2018
Q4 | $1.51M | Buy |
21,790
+1,502
| +7% | +$104K | 0.02% | 327 |
|
|
2018
Q3 | $1.31M | Sell |
20,288
-304
| -1% | -$19.6K | 0.02% | 374 |
|
|
2018
Q2 | $1.29M | Buy |
20,592
+427
| +2% | +$26.8K | 0.02% | 367 |
|
|
2018
Q1 | $1.1M | Sell |
20,165
-319
| -2% | -$17.4K | 0.01% | 393 |
|
|
2017
Q4 | $1.31M | Sell |
20,484
-1,846
| -8% | -$118K | 0.02% | 365 |
|
|
2017
Q3 | $1.57M | Sell |
22,330
-477
| -2% | -$33.5K | 0.02% | 329 |
|
|
2017
Q2 | $1.71M | Buy |
22,807
+500
| +2% | +$37.4K | 0.02% | 309 |
|
|
2017
Q1 | $1.58M | Buy |
22,307
+3,908
| +21% | +$277K | 0.02% | 317 |
|
|
2016
Q4 | $1.23M | Sell |
18,399
-550
| -3% | -$36.8K | 0.02% | 349 |
|
|
2016
Q3 | $1.42M | Buy |
18,949
+150
| +0.8% | +$11.2K | 0.02% | 329 |
|
|
2016
Q2 | $1.43M | Buy |
18,799
+316
| +2% | +$24.1K | 0.02% | 331 |
|
|
2016
Q1 | $1.28M | Sell |
18,483
-1,639
| -8% | -$114K | 0.02% | 333 |
|
|
2015
Q4 | $1.37M | Buy |
20,122
+139
| +0.7% | +$9.45K | 0.02% | 328 |
|
|
2015
Q3 | $1.35M | Sell |
19,983
-995
| -5% | -$67.4K | 0.02% | 326 |
|
|
2015
Q2 | $1.38M | Buy |
20,978
+252
| +1% | +$16.5K | 0.02% | 338 |
|
|
2015
Q1 | $1.6M | Buy |
20,726
+1,707
| +9% | +$132K | 0.02% | 328 |
|
|
2014
Q4 | $1.44M | Sell |
19,019
-368
| -2% | -$27.9K | 0.02% | 339 |
|
|
2014
Q3 | $1.21M | Buy |
19,387
+1,424
| +8% | +$88.8K | 0.02% | 352 |
|
|
2014
Q2 | $1.13M | Buy |
17,963
+209
| +1% | +$13.1K | 0.02% | 368 |
|
|
2014
Q1 | $1.06M | Sell |
17,754
-3,215
| -15% | -$192K | 0.02% | 370 |
|
|
2013
Q4 | $1.12M | Sell |
20,969
-40
| -0.2% | -$2.14K | 0.02% | 354 |
|
|
2013
Q3 | $1.31M | Hold |
21,009
| – | – | 0.02% | 320 |
|
|
2013
Q2 | $1.41M | Buy |
+21,009
| New | +$1.41M | 0.03% | 298 |
|