D.A. Davidson & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
16,428
-84
| -0.5% | -$12.9K | 0.02% | 537 |
|
|
2025
Q1 | $2.53M | Sell |
16,512
-621
| -4% | -$95.1K | 0.02% | 509 |
|
|
2024
Q4 | $2.16M | Buy |
17,133
+15
| +0.1% | +$1.89K | 0.02% | 535 |
|
|
2024
Q3 | $2.19M | Buy |
17,118
+949
| +6% | +$122K | 0.02% | 522 |
|
|
2024
Q2 | $1.69M | Sell |
16,169
-547
| -3% | -$57K | 0.01% | 574 |
|
|
2024
Q1 | $1.56M | Sell |
16,716
-69
| -0.4% | -$6.45K | 0.01% | 595 |
|
|
2023
Q4 | $1.51M | Buy |
16,785
+47
| +0.3% | +$4.24K | 0.01% | 586 |
|
|
2023
Q3 | $1.37M | Sell |
16,738
-3,015
| -15% | -$247K | 0.01% | 581 |
|
|
2023
Q2 | $1.6M | Sell |
19,753
-108
| -0.5% | -$8.74K | 0.02% | 548 |
|
|
2023
Q1 | $1.42M | Buy |
19,861
+561
| +3% | +$40K | 0.02% | 552 |
|
|
2022
Q4 | $1.27M | Sell |
19,300
-566
| -3% | -$37.2K | 0.02% | 559 |
|
|
2022
Q3 | $1.27M | Buy |
19,866
+42
| +0.2% | +$2.68K | 0.02% | 528 |
|
|
2022
Q2 | $1.63M | Buy |
19,824
+218
| +1% | +$18K | 0.02% | 472 |
|
|
2022
Q1 | $1.89M | Buy |
19,606
+78
| +0.4% | +$7.5K | 0.02% | 467 |
|
|
2021
Q4 | $1.68M | Buy |
19,528
+767
| +4% | +$65.8K | 0.02% | 512 |
|
|
2021
Q3 | $1.55M | Buy |
18,761
+3,450
| +23% | +$284K | 0.02% | 505 |
|
|
2021
Q2 | $1.27M | Sell |
15,311
-2,203
| -13% | -$183K | 0.01% | 558 |
|
|
2021
Q1 | $1.26M | Buy |
17,514
+722
| +4% | +$51.7K | 0.02% | 521 |
|
|
2020
Q4 | $1.08M | Sell |
16,792
-496
| -3% | -$31.8K | 0.02% | 493 |
|
|
2020
Q3 | $952K | Sell |
17,288
-593
| -3% | -$32.7K | 0.02% | 457 |
|
|
2020
Q2 | $925K | Sell |
17,881
-13,544
| -43% | -$701K | 0.02% | 460 |
|
|
2020
Q1 | $1.46M | Buy |
31,425
+2,181
| +7% | +$101K | 0.03% | 380 |
|
|
2019
Q4 | $2.39M | Buy |
29,244
+704
| +2% | +$57.5K | 0.04% | 331 |
|
|
2019
Q3 | $2.59M | Sell |
28,540
-1,242
| -4% | -$113K | 0.05% | 296 |
|
|
2019
Q2 | $2.43M | Sell |
29,782
-4,822
| -14% | -$393K | 0.05% | 299 |
|
|
2019
Q1 | $2.68M | Buy |
34,604
+19,954
| +136% | +$1.54M | 0.05% | 306 |
|
|
2018
Q4 | $1.02M | Sell |
14,650
-20,904
| -59% | -$1.45M | 0.02% | 473 |
|
|
2018
Q3 | $2.29M | Sell |
35,554
-557
| -2% | -$35.8K | 0.04% | 330 |
|
|
2018
Q2 | $2.26M | Buy |
36,111
+2,148
| +6% | +$135K | 0.04% | 316 |
|
|
2018
Q1 | $1.85M | Buy |
33,963
+5,814
| +21% | +$317K | 0.04% | 347 |
|
|
2017
Q4 | $1.8M | Buy |
28,149
+2,263
| +9% | +$144K | 0.04% | 343 |
|
|
2017
Q3 | $1.82M | Buy |
25,886
+937
| +4% | +$65.8K | 0.04% | 372 |
|
|
2017
Q2 | $1.87M | Buy |
24,949
+1,619
| +7% | +$121K | 0.04% | 323 |
|
|
2017
Q1 | $1.65M | Buy |
23,330
+909
| +4% | +$64.4K | 0.04% | 339 |
|
|
2016
Q4 | $1.5M | Buy |
22,421
+8,996
| +67% | +$601K | 0.03% | 388 |
|
|
2016
Q3 | $1M | Buy |
13,425
+2,152
| +19% | +$160K | 0.02% | 465 |
|
|
2016
Q2 | $856K | Buy |
11,273
+39
| +0.3% | +$2.96K | 0.03% | 425 |
|
|
2016
Q1 | $778K | Buy |
11,234
+1,008
| +10% | +$69.8K | 0.02% | 431 |
|
|
2015
Q4 | $694K | Buy |
10,226
+362
| +4% | +$24.6K | 0.02% | 464 |
|
|
2015
Q3 | $667K | Buy |
9,864
+307
| +3% | +$20.8K | 0.02% | 460 |
|
|
2015
Q2 | $626K | Buy |
9,557
+123
| +1% | +$8.06K | 0.02% | 515 |
|
|
2015
Q1 | $727K | Sell |
9,434
-451
| -5% | -$34.8K | 0.02% | 481 |
|
|
2014
Q4 | $746K | Sell |
9,885
-16,762
| -63% | -$1.26M | 0.02% | 478 |
|
|
2014
Q3 | $1.66M | Sell |
26,647
-24,291
| -48% | -$1.51M | 0.06% | 303 |
|
|
2014
Q2 | $3.19M | Buy |
50,938
+13,943
| +38% | +$873K | 0.11% | 187 |
|
|
2014
Q1 | $2.2M | Buy |
36,995
+20,702
| +127% | +$1.23M | 0.08% | 251 |
|
|
2013
Q4 | $871K | Buy |
16,293
+1,136
| +7% | +$60.7K | 0.03% | 439 |
|
|
2013
Q3 | $944K | Buy |
15,157
+240
| +2% | +$14.9K | 0.04% | 369 |
|
|
2013
Q2 | $998K | Buy |
+14,917
| New | +$998K | 0.05% | 323 |
|