CreativeOne Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
11,425
-561
| -5% | -$86.2K | 0.05% | 378 |
|
|
2025
Q1 | $1.84M | Sell |
11,986
-1,130
| -9% | -$173K | 0.05% | 324 |
|
|
2024
Q4 | $1.65M | Buy |
13,116
+3,379
| +35% | +$426K | 0.05% | 328 |
|
|
2024
Q3 | $1.25M | Buy |
9,737
+563
| +6% | +$72.1K | 0.04% | 376 |
|
|
2024
Q2 | $956K | Buy |
9,174
+3,053
| +50% | +$318K | 0.05% | 338 |
|
|
2024
Q1 | $572K | Buy |
6,121
+729
| +14% | +$68.1K | 0.02% | 528 |
|
|
2023
Q4 | $486K | Buy |
5,392
+2,473
| +85% | +$223K | 0.03% | 381 |
|
|
2023
Q3 | $239K | Sell |
2,919
-272
| -9% | -$22.3K | 0.02% | 492 |
|
|
2023
Q2 | $258K | Buy |
3,191
+164
| +5% | +$13.3K | 0.01% | 691 |
|
|
2023
Q1 | $217K | Buy |
+3,027
| New | +$217K | 0.01% | 727 |
|