Farther Finance 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 | $1.1M | Buy |
7,137
+1,928
| +37% | +$296K | 0.02% | 556 |
|
|
2025
Q1 | $803K | Buy |
5,209
+1,661
| +47% | +$256K | 0.02% | 594 |
|
|
2024
Q4 | $447K | Sell |
3,548
-62
| -2% | -$7.82K | 0.02% | 628 |
|
|
2024
Q3 | $462K | Buy |
3,610
+1,261
| +54% | +$161K | 0.02% | 617 |
|
|
2024
Q2 | $244K | Buy |
2,349
+311
| +15% | +$32.3K | 0.01% | 756 |
|
|
2024
Q1 | $187K | Buy |
2,038
+39
| +2% | +$3.59K | 0.01% | 710 |
|
|
2023
Q4 | $180K | Buy |
1,999
+857
| +75% | +$77.3K | 0.01% | 581 |
|
|
2023
Q3 | $93.6K | Buy |
1,142
+670
| +142% | +$54.9K | 0.01% | 586 |
|
|
2023
Q2 | $38.2K | Buy |
472
+10
| +2% | +$809 | 0.01% | 752 |
|
|
2023
Q1 | $33.1K | Buy |
462
+34
| +8% | +$2.44K | 0.01% | 736 |
|
|
2022
Q4 | $28.1K | Buy |
+428
| New | +$28.1K | 0.01% | 625 |
|