Evermay Wealth 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 | $16.1K | Sell |
105
-20
| -16% | -$3.08K | ﹤0.01% | 402 |
|
|
2025
Q1 | $19.2K | Hold |
125
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $15.8K | Hold |
125
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $16K | Sell |
125
-12
| -9% | -$1.54K | ﹤0.01% | 410 |
|
|
2024
Q2 | $14.3K | Hold |
137
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $12.8K | Sell |
137
-5
| -4% | -$467 | ﹤0.01% | 448 |
|
|
2023
Q4 | $12.8K | Buy |
142
+5
| +4% | +$451 | ﹤0.01% | 428 |
|
|
2023
Q3 | $11.2K | Hold |
137
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $11.1K | Hold |
137
| – | – | ﹤0.01% | 419 |
|
|
2023
Q1 | $9.82K | Hold |
137
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $8.98K | Sell |
137
-12
| -8% | -$787 | ﹤0.01% | 428 |
|
|
2022
Q3 | $10K | Hold |
149
| – | – | ﹤0.01% | 401 |
|
|
2022
Q2 | $12K | Sell |
149
-125
| -46% | -$10.1K | ﹤0.01% | 383 |
|
|
2022
Q1 | $26K | Sell |
274
-1,170
| -81% | -$111K | ﹤0.01% | 352 |
|
|
2021
Q4 | $124K | Sell |
1,444
-16
| -1% | -$1.37K | 0.02% | 211 |
|
|
2021
Q3 | $120K | Hold |
1,460
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $121K | Buy |
+1,460
| New | +$121K | 0.02% | 210 |
|
|
2018
Q1 | – | Sell |
-4,566
| Closed | -$291K | – | 153 |
|
|
2017
Q4 | $291K | Buy |
4,566
+805
| +21% | +$51.3K | 0.11% | 104 |
|
|
2017
Q3 | $264K | Sell |
3,761
-200
| -5% | -$14K | 0.11% | 77 |
|
|
2017
Q2 | $296K | Sell |
3,961
-100
| -2% | -$7.47K | 0.13% | 67 |
|
|
2017
Q1 | $288K | Buy |
4,061
+810
| +25% | +$57.4K | 0.13% | 67 |
|
|
2016
Q4 | $218K | Hold |
3,251
| – | – | 0.11% | 71 |
|
|
2016
Q3 | $243K | Sell |
3,251
-400
| -11% | -$29.9K | 0.12% | 65 |
|
|
2016
Q2 | $278K | Sell |
3,651
-346
| -9% | -$26.3K | 0.15% | 57 |
|
|
2016
Q1 | $277K | Sell |
3,997
-100
| -2% | -$6.93K | 0.16% | 56 |
|
|
2015
Q4 | $279K | Sell |
4,097
-450
| -10% | -$30.6K | 0.16% | 54 |
|
|
2015
Q3 | $308K | Hold |
4,547
| – | – | 0.18% | 59 |
|
|
2015
Q2 | $298K | Hold |
4,547
| – | – | 0.18% | 60 |
|
|
2015
Q1 | $352K | Sell |
4,547
-38
| -0.8% | -$2.94K | 0.21% | 51 |
|
|
2014
Q4 | $347K | Hold |
4,585
| – | – | 0.23% | 57 |
|
|
2014
Q3 | $286K | Hold |
4,585
| – | – | 0.25% | 62 |
|
|
2014
Q2 | $287K | Buy |
4,585
+100
| +2% | +$6.26K | 0.25% | 64 |
|
|
2014
Q1 | $267K | Sell |
4,485
-2,968
| -40% | -$177K | 0.28% | 57 |
|
|
2013
Q4 | $399K | Buy |
+7,453
| New | +$399K | 0.55% | 28 |
|