Financial Management Professionals’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.4K | Hold |
328
| – | – | 0.01% | 252 |
|
|
2025
Q1 | $50.3K | Buy |
328
+12
| +4% | +$1.84K | 0.01% | 259 |
|
|
2024
Q4 | $39.8K | Sell |
316
-2
| -0.6% | -$252 | 0.01% | 303 |
|
|
2024
Q3 | $41K | Buy |
318
+16
| +5% | +$2.06K | 0.01% | 292 |
|
|
2024
Q2 | $31K | Buy |
302
+166
| +122% | +$17K | ﹤0.01% | 326 |
|
|
2024
Q1 | $13K | Sell |
136
-40
| -23% | -$3.82K | ﹤0.01% | 503 |
|
|
2023
Q4 | $16K | Buy |
176
+3
| +2% | +$273 | ﹤0.01% | 457 |
|
|
2023
Q3 | $14K | Buy |
173
+34
| +24% | +$2.75K | ﹤0.01% | 443 |
|
|
2023
Q2 | $11K | Buy |
139
+15
| +12% | +$1.19K | ﹤0.01% | 524 |
|
|
2023
Q1 | $9K | Buy |
124
+65
| +110% | +$4.72K | ﹤0.01% | 593 |
|
|
2022
Q4 | $4K | Sell |
59
-98
| -62% | -$6.64K | ﹤0.01% | 676 |
|
|
2022
Q3 | $10K | Buy |
157
+67
| +74% | +$4.27K | ﹤0.01% | 490 |
|
|
2022
Q2 | $7K | Buy |
90
+27
| +43% | +$2.1K | ﹤0.01% | 576 |
|
|
2022
Q1 | $6K | Buy |
63
+20
| +47% | +$1.91K | ﹤0.01% | 612 |
|
|
2021
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 578 |
|
|
2021
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 551 |
|
|
2020
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 518 |
|
|
2020
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 523 |
|
|
2018
Q2 | – | Sell |
-64
| Closed | -$3K | – | 313 |
|
|
2018
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 240 |
|
|
2017
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 187 |
|
|
2017
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 190 |
|
|
2017
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 208 |
|
|
2017
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 231 |
|
|
2016
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 219 |
|
|
2016
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 244 |
|
|
2016
Q2 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 335 |
|