Dodds Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Hold |
6,422
| – | – | 0.26% | 26 |
|
|
2025
Q1 | $984K | Hold |
6,422
| – | – | 0.32% | 27 |
|
|
2024
Q4 | $842K | Hold |
6,422
| – | – | 0.27% | 29 |
|
|
2024
Q3 | $791K | Hold |
6,422
| – | – | 0.26% | 29 |
|
|
2024
Q2 | $673K | Sell |
6,422
-1,107
| -15% | -$116K | 0.26% | 29 |
|
|
2024
Q1 | $704K | Hold |
7,529
| – | – | 0.29% | 27 |
|
|
2023
Q4 | $679K | Buy |
+7,529
| New | +$679K | 0.35% | 28 |
|