Dudley Capital 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 | $926K | Hold |
6,025
| – | – | 0.46% | 52 |
|
|
2025
Q1 | $923K | Sell |
6,025
-50
| -0.8% | -$7.66K | 0.48% | 51 |
|
|
2024
Q4 | $766K | Hold |
6,075
| – | – | 0.39% | 60 |
|
|
2024
Q3 | $778K | Hold |
6,075
| – | – | 0.4% | 62 |
|
|
2024
Q2 | $633K | Hold |
6,075
| – | – | 0.35% | 65 |
|
|
2024
Q1 | $559K | Sell |
6,075
-75
| -1% | -$6.9K | 0.33% | 68 |
|
|
2023
Q4 | $555K | Hold |
6,150
| – | – | 0.35% | 65 |
|
|
2023
Q3 | $504K | Sell |
6,150
-100
| -2% | -$8.19K | 0.35% | 64 |
|
|
2023
Q2 | $506K | Sell |
6,250
-200
| -3% | -$16.2K | 0.34% | 65 |
|
|
2023
Q1 | $462K | Hold |
6,450
| – | – | 0.31% | 70 |
|
|
2022
Q4 | $423K | Buy |
+6,450
| New | +$423K | 0.3% | 71 |
|