EverSource Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
4,660
+990
| +27% | +$152K | 0.03% | 357 |
|
|
2025
Q1 | $562K | Sell |
3,670
-83
| -2% | -$12.7K | 0.03% | 354 |
|
|
2024
Q4 | $473K | Buy |
3,753
+1,583
| +73% | +$200K | 0.03% | 384 |
|
|
2024
Q3 | $278K | Buy |
2,170
+347
| +19% | +$44.4K | 0.02% | 468 |
|
|
2024
Q2 | $203K | Sell |
1,823
-42
| -2% | -$4.67K | 0.01% | 551 |
|
|
2024
Q1 | $178K | Buy |
1,865
+394
| +27% | +$37.5K | 0.01% | 530 |
|
|
2023
Q4 | $133K | Buy |
1,471
+92
| +7% | +$8.3K | 0.01% | 547 |
|
|
2023
Q3 | $113K | Sell |
1,379
-161
| -10% | -$13.2K | 0.01% | 532 |
|
|
2023
Q2 | $125K | Buy |
1,540
+111
| +8% | +$8.98K | 0.01% | 506 |
|
|
2023
Q1 | $102K | Buy |
1,429
+109
| +8% | +$7.81K | 0.01% | 540 |
|
|
2022
Q4 | $86.5K | Buy |
1,320
+1,004
| +318% | +$65.8K | 0.01% | 554 |
|
|
2022
Q3 | $20K | Buy |
316
+130
| +70% | +$8.23K | ﹤0.01% | 914 |
|
|
2022
Q2 | $16K | Sell |
186
-1
| -0.5% | -$86 | ﹤0.01% | 901 |
|
|
2022
Q1 | $18K | Buy |
187
+43
| +30% | +$4.14K | ﹤0.01% | 751 |
|
|
2021
Q4 | $12K | Buy |
+144
| New | +$12K | ﹤0.01% | 909 |
|