Equitable Holdings’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
3,828
+321
| +9% | +$49.3K | ﹤0.01% | 955 |
|
|
2025
Q1 | $537K | Buy |
3,507
+417
| +13% | +$63.9K | 0.01% | 897 |
|
|
2024
Q4 | $389K | Buy |
3,090
+59
| +2% | +$7.44K | ﹤0.01% | 954 |
|
|
2024
Q3 | $388K | Buy |
3,031
+208
| +7% | +$26.6K | ﹤0.01% | 943 |
|
|
2024
Q2 | $294K | Buy |
2,823
+11
| +0.4% | +$1.15K | ﹤0.01% | 998 |
|
|
2024
Q1 | $263K | Sell |
2,812
-504
| -15% | -$47.1K | ﹤0.01% | 997 |
|
|
2023
Q4 | $299K | Sell |
3,316
-45
| -1% | -$4.06K | ﹤0.01% | 939 |
|
|
2023
Q3 | $275K | Buy |
3,361
+90
| +3% | +$7.37K | ﹤0.01% | 894 |
|
|
2023
Q2 | $265K | Buy |
3,271
+57
| +2% | +$4.61K | ﹤0.01% | 895 |
|
|
2023
Q1 | $230K | Buy |
+3,214
| New | +$230K | ﹤0.01% | 878 |
|
|
2022
Q2 | – | Sell |
-2,099
| Closed | -$202K | – | 926 |
|
|
2022
Q1 | $202K | Buy |
+2,099
| New | +$202K | ﹤0.01% | 840 |
|