Crossmark Global Holdings’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
27,997
+1,292
| +5% | +$199K | 0.07% | 267 |
|
|
2025
Q1 | $4.09M | Sell |
26,705
-1,076
| -4% | -$165K | 0.07% | 266 |
|
|
2024
Q4 | $3.5M | Sell |
27,781
-57
| -0.2% | -$7.18K | 0.06% | 287 |
|
|
2024
Q3 | $3.57M | Sell |
27,838
-282
| -1% | -$36.1K | 0.06% | 288 |
|
|
2024
Q2 | $2.93M | Buy |
28,120
+1,436
| +5% | +$150K | 0.06% | 316 |
|
|
2024
Q1 | $2.49M | Sell |
26,684
-299
| -1% | -$27.9K | 0.05% | 371 |
|
|
2023
Q4 | $2.43M | Buy |
26,983
+375
| +1% | +$33.8K | 0.05% | 350 |
|
|
2023
Q3 | $2.23M | Sell |
26,608
-181
| -0.7% | -$15.1K | 0.05% | 365 |
|
|
2023
Q2 | $2.17M | Sell |
26,789
-464
| -2% | -$37.6K | 0.05% | 391 |
|
|
2023
Q1 | $1.95M | Buy |
27,253
+253
| +0.9% | +$18.1K | 0.05% | 414 |
|
|
2022
Q4 | $1.77M | Buy |
27,000
+1,179
| +5% | +$77.2K | 0.04% | 421 |
|
|
2022
Q3 | $1.66M | Buy |
25,821
+461
| +2% | +$29.7K | 0.05% | 413 |
|
|
2022
Q2 | $2.09M | Buy |
25,360
+890
| +4% | +$73.3K | 0.05% | 371 |
|
|
2022
Q1 | $2.35M | Sell |
24,470
-154
| -0.6% | -$14.8K | 0.05% | 360 |
|
|
2021
Q4 | $2.11M | Buy |
24,624
+3,574
| +17% | +$307K | 0.05% | 396 |
|
|
2021
Q3 | $1.74M | Sell |
21,050
-90
| -0.4% | -$7.42K | 0.04% | 430 |
|
|
2021
Q2 | $1.76M | Buy |
21,140
+310
| +1% | +$25.8K | 0.04% | 426 |
|
|
2021
Q1 | $1.49M | Sell |
20,830
-760
| -4% | -$54.4K | 0.04% | 461 |
|
|
2020
Q4 | $1.4M | Sell |
21,590
-514
| -2% | -$33.2K | 0.04% | 470 |
|
|
2020
Q3 | $1.22M | Sell |
22,104
-1,501
| -6% | -$82.7K | 0.03% | 473 |
|
|
2020
Q2 | $1.22M | Sell |
23,605
-2,599
| -10% | -$135K | 0.04% | 468 |
|
|
2020
Q1 | $1.2M | Sell |
26,204
-2,424
| -8% | -$111K | 0.04% | 409 |
|
|
2019
Q4 | $2.34M | Sell |
28,628
-10,359
| -27% | -$847K | 0.06% | 318 |
|
|
2019
Q3 | $3.53M | Buy |
38,987
+1,467
| +4% | +$133K | 0.1% | 230 |
|
|
2019
Q2 | $3.06M | Sell |
37,520
-690
| -2% | -$56.3K | 0.09% | 265 |
|
|
2019
Q1 | $2.97M | Sell |
38,210
-225
| -0.6% | -$17.5K | 0.08% | 265 |
|
|
2018
Q4 | $2.67M | Buy |
38,435
+9,722
| +34% | +$675K | 0.08% | 282 |
|
|
2018
Q3 | $1.85M | Sell |
28,713
-802
| -3% | -$51.6K | 0.05% | 429 |
|
|
2018
Q2 | $1.85M | Sell |
29,515
-1,090
| -4% | -$68.3K | 0.05% | 416 |
|
|
2018
Q1 | $1.67M | Sell |
30,605
-2,292
| -7% | -$125K | 0.04% | 473 |
|
|
2017
Q4 | $2.1M | Sell |
32,897
-5,444
| -14% | -$347K | 0.05% | 410 |
|
|
2017
Q3 | $2.7M | Buy |
+38,341
| New | +$2.7M | 0.07% | 337 |
|
|
2016
Q3 | $2.7M | Buy |
+38,341
| New | +$2.7M | 0.07% | 337 |
|