Evergreen 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 | $588K | Buy |
3,823
+222
| +6% | +$34.1K | 0.02% | 494 |
|
|
2025
Q1 | $552K | Buy |
3,601
+140
| +4% | +$21.4K | 0.02% | 469 |
|
|
2024
Q4 | $436K | Buy |
3,461
+205
| +6% | +$25.8K | 0.01% | 561 |
|
|
2024
Q3 | $417K | Buy |
3,256
+18
| +0.6% | +$2.31K | 0.01% | 576 |
|
|
2024
Q2 | $338K | Buy |
3,238
+598
| +23% | +$62.3K | 0.01% | 618 |
|
|
2024
Q1 | $247K | Buy |
2,640
+20
| +0.8% | +$1.87K | 0.01% | 712 |
|
|
2023
Q4 | $236K | Sell |
2,620
-87
| -3% | -$7.85K | 0.01% | 698 |
|
|
2023
Q3 | $222K | Buy |
2,707
+219
| +9% | +$17.9K | 0.01% | 668 |
|
|
2023
Q2 | $201K | Sell |
2,488
-821
| -25% | -$66.4K | 0.01% | 732 |
|
|
2023
Q1 | $237K | Buy |
+3,309
| New | +$237K | 0.01% | 601 |
|