D.J. St. Germain’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
4,466
+2,074
| +87% | +$319K | 0.03% | 189 |
|
|
2025
Q1 | $366K | Sell |
2,392
-1,107
| -32% | -$170K | 0.02% | 225 |
|
|
2024
Q4 | $441K | Buy |
3,499
+2,949
| +536% | +$372K | 0.02% | 221 |
|
|
2024
Q3 | $70.4K | Buy |
+550
| New | +$70.4K | ﹤0.01% | 359 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$9.34K | – | 848 |
|
|
2024
Q1 | $9.34K | Buy |
+100
| New | +$9.34K | ﹤0.01% | 560 |
|