Financial Perspectives’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7K | Sell |
284
-75
| -21% | -$11.5K | 0.01% | 326 |
|
|
2025
Q1 | $55K | Sell |
359
-216
| -38% | -$33.1K | 0.02% | 288 |
|
|
2024
Q4 | $72.5K | Buy |
575
+359
| +166% | +$45.2K | 0.02% | 259 |
|
|
2024
Q3 | $27.7K | Hold |
216
| – | – | 0.01% | 347 |
|
|
2024
Q2 | $22.5K | Hold |
216
| – | – | 0.01% | 367 |
|
|
2024
Q1 | $20.2K | Hold |
216
| – | – | 0.01% | 377 |
|
|
2023
Q4 | $19.5K | Hold |
216
| – | – | 0.01% | 382 |
|
|
2023
Q3 | $17.7K | Hold |
216
| – | – | 0.01% | 373 |
|
|
2023
Q2 | $17.5K | Hold |
216
| – | – | 0.01% | 378 |
|
|
2023
Q1 | $15.5K | Hold |
216
| – | – | 0.01% | 392 |
|
|
2022
Q4 | $14.2K | Hold |
216
| – | – | 0.01% | 397 |
|
|
2022
Q3 | $13.9K | Hold |
216
| – | – | 0.01% | 397 |
|
|
2022
Q2 | $17.8K | Hold |
216
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $20.8K | Hold |
216
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $18.5K | Hold |
216
| – | – | 0.01% | 364 |
|
|
2021
Q3 | $17.8K | Hold |
216
| – | – | 0.01% | 368 |
|
|
2021
Q2 | $18K | Sell |
216
-15,256
| -99% | -$1.27M | 0.01% | 390 |
|
|
2021
Q1 | $216K | Buy |
15,472
+15,256
| +7,063% | +$213K | 0.01% | 393 |
|
|
2020
Q4 | $14K | Hold |
216
| – | – | 0.01% | 370 |
|
|
2020
Q3 | $11.9K | Hold |
216
| – | – | 0.01% | 352 |
|
|
2020
Q2 | $11.2K | Hold |
216
| – | – | 0.01% | 337 |
|
|
2020
Q1 | $9.89K | Hold |
216
| – | – | 0.01% | 327 |
|
|
2019
Q4 | $17.7K | Buy |
+216
| New | +$17.7K | 0.01% | 273 |
|