Dogwood Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
5,364
-91
| -2% | -$13.8K | 0.4% | 51 |
|
|
2025
Q1 | $836K | Buy |
5,455
+609
| +13% | +$93.3K | 0.44% | 40 |
|
|
2024
Q4 | $611K | Buy |
4,846
+430
| +10% | +$54.2K | 0.32% | 63 |
|
|
2024
Q3 | $565K | Buy |
4,416
+2,433
| +123% | +$311K | 0.33% | 52 |
|
|
2024
Q2 | $207K | Buy |
1,983
+862
| +77% | +$89.9K | 0.13% | 72 |
|
|
2024
Q1 | $105K | Buy |
1,121
+258
| +30% | +$24.1K | 0.07% | 105 |
|
|
2023
Q4 | $77.8K | Buy |
+863
| New | +$77.8K | 0.06% | 113 |
|