Deseret Mutual Benefit Administrators’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.3K | Hold |
470
| – | – | 0.03% | 244 |
|
|
2025
Q1 | $72K | Sell |
470
-37
| -7% | -$5.67K | 0.04% | 246 |
|
|
2024
Q4 | $63.9K | Sell |
507
-59
| -10% | -$7.44K | 0.03% | 264 |
|
|
2024
Q3 | $72.5K | Hold |
566
| – | – | 0.04% | 249 |
|
|
2024
Q2 | $59K | Hold |
566
| – | – | 0.03% | 261 |
|
|
2024
Q1 | $52.9K | Hold |
566
| – | – | 0.03% | 280 |
|
|
2023
Q4 | $51K | Sell |
566
-256
| -31% | -$23.1K | 0.03% | 270 |
|
|
2023
Q3 | $67.3K | Sell |
822
-41
| -5% | -$3.36K | 0.03% | 249 |
|
|
2023
Q2 | $69.8K | Hold |
863
| – | – | 0.03% | 264 |
|
|
2023
Q1 | $61.9K | Hold |
863
| – | – | 0.02% | 274 |
|
|
2022
Q4 | $56.6K | Sell |
863
-713
| -45% | -$46.7K | 0.02% | 283 |
|
|
2022
Q3 | $101K | Sell |
1,576
-423
| -21% | -$27.1K | 0.03% | 284 |
|
|
2022
Q2 | $165K | Hold |
1,999
| – | – | 0.04% | 252 |
|
|
2022
Q1 | $192K | Sell |
1,999
-332
| -14% | -$31.9K | 0.04% | 251 |
|
|
2021
Q4 | $200K | Hold |
2,331
| – | – | 0.03% | 269 |
|
|
2021
Q3 | $192K | Sell |
2,331
-713
| -23% | -$58.7K | 0.04% | 262 |
|
|
2021
Q2 | $253K | Buy |
+3,044
| New | +$253K | 0.06% | 160 |
|