Creative Financial Designs’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Buy
599
+16
+3% +$2.46K 0.01% 686
2025
Q1
$89.3K Buy
583
+44
+8% +$6.74K 0.01% 648
2024
Q4
$67.9K Sell
539
-20
-4% -$2.52K 0.01% 700
2024
Q3
$71.5K Sell
559
-33
-6% -$4.22K 0.01% 679
2024
Q2
$61.7K Hold
592
0.01% 704
2024
Q1
$55.3K Sell
592
-842
-59% -$78.6K 0.01% 706
2023
Q4
$129K Buy
1,434
+210
+17% +$18.9K 0.01% 486
2023
Q3
$100K Hold
1,224
0.01% 490
2023
Q2
$99K Buy
1,224
+81
+7% +$6.55K 0.01% 492
2023
Q1
$81.9K Sell
1,143
-92
-7% -$6.59K 0.01% 494
2022
Q4
$81K Hold
1,235
0.01% 484
2022
Q3
$79K Buy
1,235
+1
+0.1% +$64 0.01% 482
2022
Q2
$102K Sell
1,234
-37
-3% -$3.06K 0.02% 437
2022
Q1
$122K Hold
1,271
0.02% 398
2021
Q4
$109K Buy
1,271
+572
+82% +$49.1K 0.02% 426
2021
Q3
$58K Hold
699
0.01% 578
2021
Q2
$58K Hold
699
0.01% 567
2021
Q1
$50K Hold
699
0.01% 567
2020
Q4
$45K Buy
699
+300
+75% +$19.3K 0.01% 536
2020
Q3
$22K Hold
399
0.01% 640
2020
Q2
$21K Sell
399
-3,828
-91% -$201K 0.01% 597
2020
Q1
$194K Buy
4,227
+368
+10% +$16.9K 0.1% 126
2019
Q4
$309K Buy
3,859
+43
+1% +$3.44K 0.14% 118
2019
Q3
$343K Buy
3,816
+518
+16% +$46.6K 0.18% 100
2019
Q2
$281K Buy
3,298
+1,058
+47% +$90.1K 0.15% 112
2019
Q1
$174K Buy
2,240
+1,951
+675% +$152K 0.1% 128
2018
Q4
$20K Hold
289
0.01% 278
2018
Q3
$19K Hold
289
0.01% 348
2018
Q2
$18K Hold
289
0.01% 381
2018
Q1
$16K Sell
289
-1,938
-87% -$107K 0.01% 362
2017
Q4
$142K Sell
2,227
-1,208
-35% -$77K 0.1% 140
2017
Q3
$241K Sell
3,435
-16
-0.5% -$1.12K 0.14% 123
2017
Q2
$258K Sell
3,451
-269
-7% -$20.1K 0.17% 117
2017
Q1
$263K Buy
3,720
+562
+18% +$39.7K 0.19% 116
2016
Q4
$211K Buy
+3,158
New +$211K 0.17% 116