CVA Family Office’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
743
+10
| +1% | +$1.54K | 0.02% | 382 |
|
|
2025
Q1 | $112K | Buy |
733
+80
| +12% | +$12.3K | 0.02% | 372 |
|
|
2024
Q4 | $82.3K | Buy |
653
+75
| +13% | +$9.45K | 0.01% | 424 |
|
|
2024
Q3 | $74K | Buy |
578
+13
| +2% | +$1.66K | 0.01% | 434 |
|
|
2024
Q2 | $58.9K | Buy |
565
+5
| +0.9% | +$521 | 0.01% | 463 |
|
|
2024
Q1 | $52.3K | Buy |
560
+5
| +0.9% | +$467 | 0.01% | 487 |
|
|
2023
Q4 | $50K | Buy |
+555
| New | +$50K | 0.01% | 477 |
|
|
2023
Q3 | – | Sell |
-305
| Closed | -$24.7K | – | 955 |
|
|
2023
Q2 | $24.7K | Sell |
305
-5
| -2% | -$404 | 0.01% | 575 |
|
|
2023
Q1 | $22.2K | Buy |
310
+145
| +88% | +$10.4K | 0.01% | 578 |
|
|
2022
Q4 | $10.8K | Sell |
165
-370
| -69% | -$24.3K | ﹤0.01% | 646 |
|
|
2022
Q3 | $34K | Sell |
535
-290
| -35% | -$18.4K | 0.01% | 447 |
|
|
2022
Q2 | $68K | Hold |
825
| – | – | 0.02% | 305 |
|
|
2022
Q1 | $79K | Sell |
825
-13
| -2% | -$1.25K | 0.02% | 302 |
|
|
2021
Q4 | $72K | Sell |
838
-144
| -15% | -$12.4K | 0.02% | 299 |
|
|
2021
Q3 | $54K | Buy |
982
+134
| +16% | +$7.37K | 0.04% | 174 |
|
|
2021
Q2 | $70K | Buy |
848
+480
| +130% | +$39.6K | 0.02% | 300 |
|
|
2021
Q1 | $26K | Sell |
368
-580
| -61% | -$41K | 0.01% | 360 |
|
|
2020
Q4 | $61K | Sell |
948
-34
| -3% | -$2.19K | 0.04% | 171 |
|
|
2020
Q3 | $54K | Hold |
982
| – | – | 0.04% | 174 |
|
|
2020
Q2 | $51K | Buy |
982
+87
| +10% | +$4.52K | 0.04% | 163 |
|
|
2020
Q1 | $41K | Buy |
+895
| New | +$41K | 0.04% | 159 |
|