Courier 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 | $229K | Sell |
1,487
-8
| -0.5% | -$1.23K | 0.01% | 359 |
|
|
2025
Q1 | $229K | Buy |
+1,495
| New | +$229K | 0.02% | 348 |
|
|
2019
Q4 | – | Sell |
-2,658
| Closed | -$243K | – | 299 |
|
|
2019
Q3 | $243K | Sell |
2,658
-171
| -6% | -$15.6K | 0.03% | 246 |
|
|
2019
Q2 | $231K | Hold |
2,829
| – | – | 0.03% | 254 |
|
|
2019
Q1 | $220K | Buy |
+2,829
| New | +$220K | 0.03% | 261 |
|
|
2015
Q2 | – | Sell |
-2,625
| Closed | -$203K | – | 301 |
|
|
2015
Q1 | $203K | Buy |
+2,625
| New | +$203K | 0.04% | 268 |
|