Connors Investor 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 | $15.2M | Buy |
98,629
+929
| +1% | +$143K | 1.34% | 31 |
|
2025
Q1 | $15M | Sell |
97,700
-2,221
| -2% | -$340K | 1.49% | 28 |
|
2024
Q4 | $12.6M | Buy |
99,921
+47,275
| +90% | +$5.96M | 1.18% | 37 |
|
2024
Q3 | $6.73M | Sell |
52,646
-65,479
| -55% | -$8.36M | 0.65% | 49 |
|
2024
Q2 | $12.3M | Buy |
118,125
+410
| +0.3% | +$42.7K | 1.28% | 37 |
|
2024
Q1 | $11M | Buy |
117,715
+11,238
| +11% | +$1.05M | 1.16% | 42 |
|
2023
Q4 | $9.6M | Buy |
+106,477
| New | +$9.6M | 1.08% | 42 |
|