Farmers & Merchants Investments Inc’s Welltower WELL Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Buy	7,035 +42	+0.6%	+$6.46K	0.03%	194
2025 Q1	$1.07M	Buy	6,993 +20	+0.3%	+$3.06K	0.03%	189
2024 Q4	$879K	Hold	6,973	–	–	0.03%	205
2024 Q3	$893K	Sell	6,973 -17	-0.2%	-$2.18K	0.03%	198
2024 Q2	$729K	Hold	6,990	–	–	0.02%	212
2024 Q1	$653K	Hold	6,990	–	–	0.02%	210
2023 Q4	$630K	Buy	6,990 +5	+0.1%	+$451	0.02%	215
2023 Q3	$572K	Buy	6,985 +10	+0.1%	+$819	0.02%	218
2023 Q2	$564K	Buy	6,975 +1,633	+31%	+$132K	0.02%	221
2023 Q1	$383K	Sell	5,342 -847	-14%	-$60.7K	0.02%	244
2022 Q4	$406K	Sell	6,189 -65	-1%	-$4.26K	0.02%	245
2022 Q3	$402K	Sell	6,254 -120	-2%	-$7.71K	0.02%	247
2022 Q2	$525K	Buy	6,374 +82	+1%	+$6.75K	0.02%	234
2022 Q1	$605K	Sell	6,292 -151	-2%	-$14.5K	0.02%	235
2021 Q4	$553K	Sell	6,443 -83	-1%	-$7.12K	0.02%	238
2021 Q3	$538K	Buy	6,526 +1,301	+25%	+$107K	0.02%	237
2021 Q2	$434K	Buy	5,225 +10	+0.2%	+$831	0.02%	204
2021 Q1	$374K	Hold	5,215	–	–	0.02%	209
2020 Q4	$337K	Hold	5,215	–	–	0.02%	208
2020 Q3	$287K	Buy	5,215 +7	+0.1%	+$385	0.02%	207
2020 Q2	$270K	Buy	5,208 +15	+0.3%	+$778	0.02%	207
2020 Q1	$238K	Buy	5,193 +3	+0.1%	+$137	0.02%	203
2019 Q4	$424K	Hold	5,190	–	–	0.03%	194
2019 Q3	$470K	Buy	5,190 +9	+0.2%	+$815	0.03%	189
2019 Q2	$422K	Buy	5,181 +20	+0.4%	+$1.63K	0.03%	194
2019 Q1	$400K	Buy	5,161 +16	+0.3%	+$1.24K	0.03%	193
2018 Q4	$357K	Hold	5,145	–	–	0.03%	188
2018 Q3	$331K	Buy	5,145 +11	+0.2%	+$708	0.02%	196
2018 Q2	$322K	Buy	5,134 +16	+0.3%	+$1K	0.02%	202
2018 Q1	$279K	Hold	5,118	–	–	0.02%	212
2017 Q4	$326K	Hold	5,118	–	–	0.02%	211
2017 Q3	$360K	Buy	5,118 +88	+2%	+$6.19K	0.03%	207
2017 Q2	$376K	Buy	5,030 +30	+0.6%	+$2.24K	0.03%	205
2017 Q1	$354K	Hold	5,000	–	–	0.03%	201
2016 Q4	$335K	Hold	5,000	–	–	0.03%	207
2016 Q3	$374K	Buy	+5,000	New	+$374K	0.04%	184