Comprehensive Financial Consultants Institutional’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Hold |
3,962
| – | – | 0.2% | 121 |
|
|
2025
Q1 | $607K | Hold |
3,962
| – | – | 0.22% | 112 |
|
|
2024
Q4 | $499K | Hold |
3,962
| – | – | 0.18% | 119 |
|
|
2024
Q3 | $507K | Hold |
3,962
| – | – | 0.19% | 122 |
|
|
2024
Q2 | $413K | Hold |
3,962
| – | – | 0.16% | 128 |
|
|
2024
Q1 | $370K | Hold |
3,962
| – | – | 0.15% | 130 |
|
|
2023
Q4 | $357K | Sell |
3,962
-7
| -0.2% | -$631 | 0.17% | 128 |
|
|
2023
Q3 | $325K | Hold |
3,969
| – | – | 0.17% | 126 |
|
|
2023
Q2 | $315K | Hold |
3,969
| – | – | 0.17% | 128 |
|
|
2023
Q1 | $285K | Hold |
3,969
| – | – | 0.16% | 133 |
|
|
2022
Q4 | $286K | Hold |
3,969
| – | – | 0.17% | 127 |
|
|
2022
Q3 | $238K | Hold |
3,969
| – | – | 0.16% | 140 |
|
|
2022
Q2 | $327K | Buy |
+3,969
| New | +$327K | 0.23% | 120 |
|