Covestor’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Sell |
265
-12
| -4% | -$1.86K | 0.02% | 976 |
|
|
2025
Q1 | $43K | Sell |
277
-267
| -49% | -$41.4K | 0.03% | 908 |
|
|
2024
Q4 | $69K | Sell |
544
-58
| -10% | -$7.36K | 0.04% | 730 |
|
|
2024
Q3 | $77K | Buy |
602
+336
| +126% | +$43K | 0.05% | 668 |
|
|
2024
Q2 | $28K | Buy |
266
+4
| +2% | +$421 | 0.02% | 1075 |
|
|
2024
Q1 | $25K | Hold |
262
| – | – | 0.02% | 1143 |
|
|
2023
Q4 | $24K | Sell |
262
-59
| -18% | -$5.41K | 0.02% | 1131 |
|
|
2023
Q3 | $26K | Sell |
321
-6
| -2% | -$486 | 0.02% | 1027 |
|
|
2023
Q2 | $26K | Sell |
327
-3
| -0.9% | -$239 | 0.02% | 1033 |
|
|
2023
Q1 | $24K | Hold |
330
| – | – | 0.02% | 949 |
|
|
2022
Q4 | $22K | Buy |
330
+68
| +26% | +$4.53K | 0.02% | 1008 |
|
|
2022
Q3 | $17K | Sell |
262
-984
| -79% | -$63.8K | 0.02% | 1058 |
|
|
2022
Q2 | $103K | Buy |
1,246
+948
| +318% | +$78.4K | 0.08% | 392 |
|
|
2022
Q1 | $29K | Buy |
298
+147
| +97% | +$14.3K | 0.02% | 953 |
|
|
2021
Q4 | $13K | Buy |
+151
| New | +$13K | 0.02% | 958 |
|