Continuum Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
5,288
+3,096
| +141% | +$476K | 0.1% | 194 |
|
|
2025
Q1 | $336K | Buy |
2,192
+435
| +25% | +$66.6K | 0.04% | 298 |
|
|
2024
Q4 | $221K | Hold |
1,757
| – | – | 0.03% | 374 |
|
|
2024
Q3 | $236K | Buy |
1,757
+285
| +19% | +$38.3K | 0.03% | 370 |
|
|
2024
Q2 | $153K | Buy |
1,472
+1
| +0.1% | +$104 | 0.02% | 412 |
|
|
2024
Q1 | $146K | Buy |
+1,471
| New | +$146K | 0.02% | 420 |
|
|
2018
Q1 | – | Sell |
-7,750
| Closed | -$494K | – | 185 |
|
|
2017
Q4 | $494K | Buy |
7,750
+697
| +10% | +$44.4K | 0.38% | 66 |
|
|
2017
Q3 | $496K | Buy |
7,053
+110
| +2% | +$7.74K | 0.43% | 57 |
|
|
2017
Q2 | $520K | Buy |
6,943
+185
| +3% | +$13.9K | 0.52% | 48 |
|
|
2017
Q1 | $479K | Buy |
+6,758
| New | +$479K | 0.58% | 47 |
|