Financial Advocates Investment 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 | – | Sell |
-2,319
| Closed | -$355K | – | 758 |
|
|
2025
Q1 | $355K | Sell |
2,319
-713
| -24% | -$109K | 0.02% | 514 |
|
|
2024
Q4 | $382K | Buy |
3,032
+276
| +10% | +$34.8K | 0.02% | 536 |
|
|
2024
Q3 | $353K | Sell |
2,756
-132
| -5% | -$16.9K | 0.02% | 557 |
|
|
2024
Q2 | $301K | Sell |
2,888
-18
| -0.6% | -$1.88K | 0.02% | 573 |
|
|
2024
Q1 | $272K | Buy |
2,906
+12
| +0.4% | +$1.12K | 0.02% | 620 |
|
|
2023
Q4 | $261K | Buy |
2,894
+13
| +0.5% | +$1.17K | 0.02% | 604 |
|
|
2023
Q3 | $236K | Buy |
2,881
+47
| +2% | +$3.85K | 0.02% | 597 |
|
|
2023
Q2 | $229K | Buy |
+2,834
| New | +$229K | 0.02% | 602 |
|
|
2022
Q4 | – | Sell |
-3,436
| Closed | -$221K | – | 872 |
|
|
2022
Q3 | $221K | Buy |
3,436
+910
| +36% | +$58.5K | 0.02% | 632 |
|
|
2022
Q2 | $208K | Sell |
2,526
-556
| -18% | -$45.8K | 0.02% | 612 |
|
|
2022
Q1 | $296K | Buy |
3,082
+501
| +19% | +$48.1K | 0.02% | 581 |
|
|
2021
Q4 | $218K | Sell |
2,581
-416
| -14% | -$35.1K | 0.01% | 703 |
|
|
2021
Q3 | $247K | Buy |
2,997
+271
| +10% | +$22.3K | 0.02% | 648 |
|
|
2021
Q2 | $226K | Buy |
+2,726
| New | +$226K | 0.02% | 659 |
|
|
2019
Q4 | – | Sell |
-2,255
| Closed | -$205K | – | 532 |
|
|
2019
Q3 | $205K | Buy |
+2,255
| New | +$205K | 0.02% | 456 |
|
|
2018
Q2 | – | Sell |
-4,574
| Closed | -$249K | – | 513 |
|
|
2018
Q1 | $249K | Buy |
4,574
+1,335
| +41% | +$72.7K | 0.03% | 407 |
|
|
2017
Q4 | $207K | Buy |
+3,239
| New | +$207K | 0.03% | 454 |
|