EOJOAM
E. Ohman J:or Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Sell |
27,594
-280
| -1% | -$43K | 0.11% | 101 |
|
|
2025
Q1 | $4.27M | Sell |
27,874
-800
| -3% | -$123K | 0.11% | 100 |
|
|
2024
Q4 | $3.61M | Buy |
28,674
+4,620
| +19% | +$582K | 0.08% | 112 |
|
|
2024
Q3 | $3.08M | Sell |
24,054
-350
| -1% | -$44.8K | 0.08% | 115 |
|
|
2024
Q2 | $2.54M | Buy |
24,404
+2,200
| +10% | +$229K | 0.06% | 131 |
|
|
2024
Q1 | $2.07M | Buy |
22,204
+1,500
| +7% | +$140K | 0.05% | 150 |
|
|
2023
Q4 | $1.87M | Sell |
20,704
-2,200
| -10% | -$198K | 0.07% | 134 |
|
|
2023
Q3 | $1.88M | Buy |
22,904
+1,200
| +6% | +$98.3K | 0.07% | 143 |
|
|
2023
Q2 | $1.76M | Hold |
21,704
| – | – | 0.06% | 169 |
|
|
2023
Q1 | $1.56M | Buy |
21,704
+1,800
| +9% | +$129K | 0.06% | 187 |
|
|
2022
Q4 | $1.3M | Hold |
19,904
| – | – | 0.06% | 203 |
|
|
2022
Q3 | $1.28M | Hold |
19,904
| – | – | 0.06% | 193 |
|
|
2022
Q2 | $1.64M | Hold |
19,904
| – | – | 0.07% | 162 |
|
|
2022
Q1 | $1.91M | Sell |
19,904
-1,900
| -9% | -$183K | 0.06% | 182 |
|
|
2021
Q4 | $1.87M | Buy |
21,804
+2,600
| +14% | +$223K | 0.05% | 207 |
|
|
2021
Q3 | $1.58M | Buy |
19,204
+2,500
| +15% | +$206K | 0.05% | 218 |
|
|
2021
Q2 | $1.39M | Hold |
16,704
| – | – | 0.04% | 240 |
|
|
2021
Q1 | $1.2M | Sell |
16,704
-3,700
| -18% | -$265K | 0.04% | 231 |
|
|
2020
Q4 | $1.32M | Buy |
20,404
+2,900
| +17% | +$187K | 0.05% | 194 |
|
|
2020
Q3 | $964K | Buy |
17,504
+3,000
| +21% | +$165K | 0.05% | 189 |
|
|
2020
Q2 | $751K | Hold |
14,504
| – | – | 0.04% | 205 |
|
|
2020
Q1 | $664K | Sell |
14,504
-5,400
| -27% | -$247K | 0.05% | 182 |
|
|
2019
Q4 | $1.63M | Buy |
19,904
+1,304
| +7% | +$107K | 0.09% | 136 |
|
|
2019
Q3 | $1.69M | Buy |
18,600
+2,000
| +12% | +$181K | 0.11% | 114 |
|
|
2019
Q2 | $1.35M | Buy |
16,600
+700
| +4% | +$57.1K | 0.09% | 129 |
|
|
2019
Q1 | $1.23M | Hold |
15,900
| – | – | 0.08% | 135 |
|
|
2018
Q4 | $1.1M | Sell |
15,900
-1,000
| -6% | -$69.4K | 0.08% | 136 |
|
|
2018
Q3 | $1.09M | Buy |
16,900
+1,800
| +12% | +$116K | 0.07% | 163 |
|
|
2018
Q2 | $947K | Buy |
15,100
+5,000
| +50% | +$313K | 0.07% | 166 |
|
|
2018
Q1 | $550K | Hold |
10,100
| – | – | 0.04% | 232 |
|
|
2017
Q4 | $644K | Sell |
10,100
-300
| -3% | -$19.1K | 0.05% | 213 |
|
|
2017
Q3 | $731K | Buy |
10,400
+300
| +3% | +$21.1K | 0.07% | 192 |
|
|
2017
Q2 | $756K | Hold |
10,100
| – | – | 0.08% | 179 |
|
|
2017
Q1 | $715K | Buy |
10,100
+2,300
| +29% | +$163K | 0.09% | 192 |
|
|
2016
Q4 | $522K | Hold |
7,800
| – | – | 0.07% | 206 |
|
|
2016
Q3 | $583K | Buy |
7,800
+1,300
| +20% | +$97.2K | 0.09% | 165 |
|
|
2016
Q2 | $495K | Hold |
6,500
| – | – | 0.08% | 180 |
|
|
2016
Q1 | $451K | Sell |
6,500
-800
| -11% | -$55.5K | 0.08% | 184 |
|
|
2015
Q4 | $497K | Hold |
7,300
| – | – | 0.09% | 168 |
|
|
2015
Q3 | $494K | Buy |
+7,300
| New | +$494K | 0.13% | 147 |
|