Fairfield Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
26,519
+8,492
| +47% | +$1.31M | 1.43% | 19 |
|
|
2025
Q1 | $2.76M | Buy |
18,027
+2,403
| +15% | +$368K | 1.04% | 24 |
|
|
2024
Q4 | $1.97M | Buy |
15,624
+703
| +5% | +$88.6K | 0.69% | 29 |
|
|
2024
Q3 | $1.91M | Buy |
14,921
+386
| +3% | +$49.4K | 0.65% | 32 |
|
|
2024
Q2 | $1.52M | Buy |
+14,535
| New | +$1.52M | 0.45% | 33 |
|
|
2023
Q4 | $928K | Buy |
10,294
+3,281
| +47% | +$296K | 0.35% | 38 |
|
|
2023
Q3 | $575K | Buy |
7,013
+3,633
| +107% | +$298K | 0.24% | 43 |
|
|
2023
Q2 | $273K | Buy |
3,380
+2,512
| +289% | +$203K | 0.11% | 56 |
|
|
2023
Q1 | $61.6K | Buy |
868
+7
| +0.8% | +$497 | 0.03% | 123 |
|
|
2022
Q4 | $56.5K | Buy |
861
+7
| +0.8% | +$459 | 0.03% | 120 |
|
|
2022
Q3 | $54.9K | Buy |
854
+7
| +0.8% | +$450 | 0.03% | 113 |
|
|
2022
Q2 | $69.8K | Buy |
847
+6
| +0.7% | +$494 | 0.03% | 97 |
|
|
2022
Q1 | $80.9K | Buy |
+841
| New | +$80.9K | 0.03% | 98 |
|