Dunhill Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.8K | Buy |
187
+82
| +78% | +$12.6K | 0.01% | 289 |
|
|
2025
Q1 | $16.1K | Sell |
105
-23
| -18% | -$3.54K | 0.01% | 326 |
|
|
2024
Q4 | $16.1K | Buy |
128
+23
| +22% | +$2.89K | 0.01% | 301 |
|
|
2024
Q3 | $13.4K | Buy |
105
+36
| +52% | +$4.6K | 0.01% | 329 |
|
|
2024
Q2 | $7.2K | Buy |
69
+1
| +1% | +$104 | ﹤0.01% | 344 |
|
|
2024
Q1 | $6.35K | Buy |
68
+7
| +11% | +$654 | ﹤0.01% | 290 |
|
|
2023
Q4 | $5.5K | Buy |
+61
| New | +$5.5K | 0.01% | 281 |
|