First Horizon 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 | $94.7K | Hold |
616
| – | – | ﹤0.01% | 731 |
|
|
2025
Q1 | $94.4K | Hold |
616
| – | – | ﹤0.01% | 694 |
|
|
2024
Q4 | $77.6K | Hold |
616
| – | – | ﹤0.01% | 776 |
|
|
2024
Q3 | $78.9K | Sell |
616
-335
| -35% | -$42.9K | ﹤0.01% | 805 |
|
|
2024
Q2 | $99.1K | Buy |
951
+198
| +26% | +$20.6K | ﹤0.01% | 690 |
|
|
2024
Q1 | $70.4K | Buy |
753
+62
| +9% | +$5.79K | ﹤0.01% | 804 |
|
|
2023
Q4 | $62.3K | Buy |
691
+121
| +21% | +$10.9K | ﹤0.01% | 829 |
|
|
2023
Q3 | $46.7K | Hold |
570
| – | – | ﹤0.01% | 882 |
|
|
2023
Q2 | $46.1K | Sell |
570
-646
| -53% | -$52.3K | ﹤0.01% | 922 |
|
|
2023
Q1 | $87.2K | Sell |
1,216
-457
| -27% | -$32.8K | ﹤0.01% | 685 |
|
|
2022
Q4 | $110K | Sell |
1,673
-66
| -4% | -$4.33K | ﹤0.01% | 590 |
|
|
2022
Q3 | $112K | Sell |
1,739
-534
| -23% | -$34.4K | ﹤0.01% | 575 |
|
|
2022
Q2 | $187K | Buy |
2,273
+413
| +22% | +$34K | 0.01% | 475 |
|
|
2022
Q1 | $179K | Buy |
1,860
+170
| +10% | +$16.4K | 0.01% | 399 |
|
|
2021
Q4 | $145K | Sell |
1,690
-131
| -7% | -$11.2K | ﹤0.01% | 575 |
|
|
2021
Q3 | $150K | Buy |
1,821
+497
| +38% | +$40.9K | ﹤0.01% | 568 |
|
|
2021
Q2 | $110K | Sell |
1,324
-48
| -3% | -$3.99K | 0.01% | 526 |
|
|
2021
Q1 | $98K | Buy |
1,372
+128
| +10% | +$9.14K | 0.01% | 513 |
|
|
2020
Q4 | $80K | Buy |
1,244
+394
| +46% | +$25.3K | 0.01% | 481 |
|
|
2020
Q3 | $47K | Buy |
850
+50
| +6% | +$2.77K | ﹤0.01% | 561 |
|
|
2020
Q2 | $41K | Sell |
800
-105
| -12% | -$5.38K | ﹤0.01% | 577 |
|
|
2020
Q1 | $41K | Sell |
905
-859
| -49% | -$38.9K | ﹤0.01% | 529 |
|
|
2019
Q4 | $144K | Hold |
1,764
| – | – | 0.01% | 375 |
|
|
2019
Q3 | $160K | Sell |
1,764
-131
| -7% | -$11.9K | 0.01% | 356 |
|
|
2019
Q2 | $154K | Buy |
1,895
+27
| +1% | +$2.19K | 0.01% | 375 |
|
|
2019
Q1 | $145K | Sell |
1,868
-173
| -8% | -$13.4K | 0.01% | 372 |
|
|
2018
Q4 | $142K | Hold |
2,041
| – | – | 0.01% | 374 |
|
|
2018
Q3 | $131K | Buy |
2,041
+216
| +12% | +$13.9K | 0.01% | 422 |
|
|
2018
Q2 | $114K | Hold |
1,825
| – | – | 0.01% | 428 |
|
|
2018
Q1 | $99K | Hold |
1,825
| – | – | 0.01% | 391 |
|
|
2017
Q4 | $116K | Buy |
1,825
+1,543
| +547% | +$98.1K | 0.01% | 384 |
|
|
2017
Q3 | $20K | Sell |
282
-255
| -47% | -$18.1K | ﹤0.01% | 791 |
|
|
2017
Q2 | $40K | Sell |
537
-48
| -8% | -$3.58K | ﹤0.01% | 548 |
|
|
2017
Q1 | $41K | Buy |
585
+384
| +191% | +$26.9K | ﹤0.01% | 582 |
|
|
2016
Q4 | $15K | Hold |
201
| – | – | ﹤0.01% | 882 |
|
|
2016
Q3 | $15K | Sell |
201
-302
| -60% | -$22.5K | ﹤0.01% | 876 |
|
|
2016
Q2 | $38K | Buy |
+503
| New | +$38K | 0.01% | 575 |
|
|
2015
Q3 | – | Sell |
-230
| Closed | -$15K | – | 1478 |
|
|
2015
Q2 | $15K | Sell |
230
-229
| -50% | -$14.9K | ﹤0.01% | 924 |
|
|
2015
Q1 | $36K | Sell |
459
-134
| -23% | -$10.5K | 0.01% | 652 |
|
|
2014
Q4 | $45K | Sell |
593
-367
| -38% | -$27.9K | 0.01% | 575 |
|
|
2014
Q3 | $60K | Buy |
960
+52
| +6% | +$3.25K | 0.01% | 486 |
|
|
2014
Q2 | $57K | Buy |
908
+415
| +84% | +$26.1K | 0.01% | 509 |
|
|
2014
Q1 | $29K | Sell |
493
-174
| -26% | -$10.2K | ﹤0.01% | 666 |
|
|
2013
Q4 | $36K | Buy |
+667
| New | +$36K | 0.01% | 561 |
|