Envestnet Portfolio Solutions’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
15,085
+4,319
| +40% | +$664K | 0.01% | 522 |
|
|
2025
Q1 | $1.65M | Sell |
10,766
-6,170
| -36% | -$945K | 0.01% | 645 |
|
|
2024
Q4 | $2.13M | Sell |
16,936
-4,568
| -21% | -$576K | 0.01% | 642 |
|
|
2024
Q3 | $2.75M | Sell |
21,504
-155
| -0.7% | -$19.8K | 0.01% | 562 |
|
|
2024
Q2 | $2.26M | Buy |
21,659
+790
| +4% | +$82.4K | 0.01% | 597 |
|
|
2024
Q1 | $1.95M | Buy |
20,869
+888
| +4% | +$83K | 0.01% | 643 |
|
|
2023
Q4 | $1.8M | Buy |
19,981
+5,288
| +36% | +$477K | 0.01% | 615 |
|
|
2023
Q3 | $1.2M | Buy |
+14,693
| New | +$1.2M | 0.01% | 702 |
|