Commonwealth Equity Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
92,095
+1,879
| +2% | +$289K | 0.02% | 719 |
|
|
2025
Q1 | $13.8M | Buy |
90,216
+4,631
| +5% | +$710K | 0.02% | 713 |
|
|
2024
Q4 | $10.8M | Sell |
85,585
-10,227
| -11% | -$1.29M | 0.02% | 798 |
|
|
2024
Q3 | $12.3M | Sell |
95,812
-898
| -0.9% | -$115K | 0.02% | 731 |
|
|
2024
Q2 | $10.1M | Buy |
96,710
+597
| +0.6% | +$62.2K | 0.02% | 805 |
|
|
2024
Q1 | $8.98M | Sell |
96,113
-502
| -0.5% | -$46.9K | 0.01% | 838 |
|
|
2023
Q4 | $8.71M | Sell |
96,615
-18,368
| -16% | -$1.66M | 0.02% | 802 |
|
|
2023
Q3 | $9.42M | Sell |
114,983
-1,212
| -1% | -$99.3K | 0.02% | 698 |
|
|
2023
Q2 | $9.4M | Buy |
116,195
+2,297
| +2% | +$186K | 0.02% | 711 |
|
|
2023
Q1 | $8.17K | Sell |
113,898
-2,997
| -3% | -$215 | 0.02% | 767 |
|
|
2022
Q4 | $7.66M | Buy |
116,895
+4,332
| +4% | +$284K | 0.02% | 756 |
|
|
2022
Q3 | $7.24M | Sell |
112,563
-31,569
| -22% | -$2.03M | 0.02% | 722 |
|
|
2022
Q2 | $11.9M | Buy |
144,132
+30,664
| +27% | +$2.53M | 0.03% | 506 |
|
|
2022
Q1 | $10.9M | Buy |
113,468
+186
| +0.2% | +$17.9K | 0.02% | 594 |
|
|
2021
Q4 | $9.72M | Buy |
113,282
+3,020
| +3% | +$259K | 0.02% | 612 |
|
|
2021
Q3 | $9.09M | Sell |
110,262
-702
| -0.6% | -$57.8K | 0.02% | 602 |
|
|
2021
Q2 | $9.22M | Sell |
110,964
-1,819
| -2% | -$151K | 0.02% | 589 |
|
|
2021
Q1 | $8.08M | Sell |
112,783
-2,725
| -2% | -$195K | 0.02% | 584 |
|
|
2020
Q4 | $7.46M | Sell |
115,508
-5,010
| -4% | -$324K | 0.02% | 574 |
|
|
2020
Q3 | $6.64M | Sell |
120,518
-5,365
| -4% | -$296K | 0.02% | 560 |
|
|
2020
Q2 | $6.51M | Sell |
125,883
-7,028
| -5% | -$364K | 0.02% | 540 |
|
|
2020
Q1 | $6.08M | Sell |
132,911
-640
| -0.5% | -$29.3K | 0.03% | 487 |
|
|
2019
Q4 | $10.9M | Buy |
133,551
+6,345
| +5% | +$519K | 0.04% | 384 |
|
|
2019
Q3 | $11.5M | Buy |
127,206
+1,678
| +1% | +$152K | 0.05% | 351 |
|
|
2019
Q2 | $10.2M | Buy |
125,528
+2,270
| +2% | +$185K | 0.05% | 363 |
|
|
2019
Q1 | $9.56M | Buy |
123,258
+3,109
| +3% | +$241K | 0.04% | 368 |
|
|
2018
Q4 | $8.34M | Buy |
120,149
+1,739
| +1% | +$121K | 0.04% | 367 |
|
|
2018
Q3 | $7.62M | Buy |
118,410
+8,865
| +8% | +$570K | 0.04% | 406 |
|
|
2018
Q2 | $6.87M | Buy |
109,545
+2,523
| +2% | +$158K | 0.04% | 405 |
|
|
2018
Q1 | $5.83M | Sell |
107,022
-2,012
| -2% | -$110K | 0.03% | 433 |
|
|
2017
Q4 | $6.95M | Sell |
109,034
-1,339
| -1% | -$85.4K | 0.04% | 389 |
|
|
2017
Q3 | $7.76M | Buy |
110,373
+2,623
| +2% | +$184K | 0.05% | 334 |
|
|
2017
Q2 | $8.07M | Buy |
107,750
+8,242
| +8% | +$617K | 0.05% | 303 |
|
|
2017
Q1 | $7.05M | Buy |
99,508
+11,354
| +13% | +$804K | 0.05% | 323 |
|
|
2016
Q4 | $5.9M | Buy |
88,154
+15,781
| +22% | +$1.06M | 0.04% | 346 |
|
|
2016
Q3 | $5.41M | Buy |
72,373
+4,515
| +7% | +$338K | 0.04% | 352 |
|
|
2016
Q2 | $5.17M | Buy |
67,858
+3,669
| +6% | +$279K | 0.04% | 344 |
|
|
2016
Q1 | $4.45M | Buy |
64,189
+165
| +0.3% | +$11.4K | 0.04% | 375 |
|
|
2015
Q4 | $4.36M | Sell |
64,024
-1,579
| -2% | -$107K | 0.04% | 363 |
|
|
2015
Q3 | $4.44M | Sell |
65,603
-4,017
| -6% | -$272K | 0.05% | 335 |
|
|
2015
Q2 | $4.57M | Buy |
69,620
+1,724
| +3% | +$113K | 0.05% | 355 |
|
|
2015
Q1 | $5.25M | Sell |
67,896
-847
| -1% | -$65.5K | 0.05% | 304 |
|
|
2014
Q4 | $5.2M | Buy |
68,743
+4,573
| +7% | +$346K | 0.06% | 286 |
|
|
2014
Q3 | $4M | Buy |
64,170
+5,848
| +10% | +$365K | 0.05% | 333 |
|
|
2014
Q2 | $3.66M | Buy |
58,322
+8,249
| +16% | +$517K | 0.04% | 351 |
|
|
2014
Q1 | $2.98M | Buy |
50,073
+6,644
| +15% | +$396K | 0.04% | 375 |
|
|
2013
Q4 | $2.33M | Buy |
43,429
+4,204
| +11% | +$225K | 0.03% | 446 |
|
|
2013
Q3 | $2.45M | Buy |
39,225
+484
| +1% | +$30.2K | 0.04% | 390 |
|
|
2013
Q2 | $2.6M | Buy |
+38,741
| New | +$2.6M | 0.05% | 354 |
|