Commons Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
1,942
+3
| +0.2% | +$461 | 0.23% | 79 |
|
|
2025
Q1 | $297K | Buy |
1,939
+4
| +0.2% | +$613 | 0.27% | 63 |
|
|
2024
Q4 | $244K | Sell |
1,935
-69
| -3% | -$8.7K | 0.22% | 82 |
|
|
2024
Q3 | $257K | Buy |
2,004
+5
| +0.3% | +$640 | 0.28% | 50 |
|
|
2024
Q2 | $208K | Buy |
+1,999
| New | +$208K | 0.25% | 54 |
|
|
2022
Q3 | – | Sell |
-2,912
| Closed | -$240K | – | 96 |
|
|
2022
Q2 | $240K | Buy |
2,912
+13
| +0.4% | +$1.07K | 0.36% | 74 |
|
|
2022
Q1 | $279K | Buy |
2,899
+14
| +0.5% | +$1.35K | 0.3% | 72 |
|
|
2021
Q4 | $247K | Buy |
+2,885
| New | +$247K | 0.24% | 89 |
|