Drake & Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
19,245
+6,029
| +46% | +$927K | 0.72% | 22 |
|
|
2025
Q1 | $2.02M | Buy |
13,216
+2,633
| +25% | +$403K | 0.57% | 22 |
|
|
2024
Q4 | $1.51M | Buy |
10,583
+5,612
| +113% | +$800K | 0.43% | 25 |
|
|
2024
Q3 | $636K | Sell |
4,971
-262
| -5% | -$33.5K | 0.21% | 37 |
|
|
2024
Q2 | $546K | Buy |
5,233
+289
| +6% | +$30.1K | 0.2% | 35 |
|
|
2024
Q1 | $462K | Sell |
4,944
-2
| -0% | -$187 | 0.17% | 47 |
|
|
2023
Q4 | $446K | Buy |
+4,946
| New | +$446K | 0.18% | 45 |
|