First National Bank of Mount Dora’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
2,455
| – | – | 0.09% | 104 |
|
|
2025
Q1 | $376K | Hold |
2,455
| – | – | 0.09% | 102 |
|
|
2024
Q4 | $309K | Hold |
2,455
| – | – | 0.07% | 114 |
|
|
2024
Q3 | $314K | Hold |
2,455
| – | – | 0.07% | 118 |
|
|
2024
Q2 | $256K | Hold |
2,455
| – | – | 0.06% | 122 |
|
|
2024
Q1 | $229K | Hold |
2,455
| – | – | 0.06% | 122 |
|
|
2023
Q4 | $221K | Hold |
2,455
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $201K | Buy |
+2,455
| New | +$201K | 0.06% | 117 |
|
|
2022
Q3 | – | Sell |
-2,455
| Closed | -$202K | – | 132 |
|
|
2022
Q2 | $202K | Hold |
2,455
| – | – | 0.07% | 120 |
|
|
2022
Q1 | $236K | Hold |
2,455
| – | – | 0.07% | 115 |
|
|
2021
Q4 | $211K | Hold |
2,455
| – | – | 0.06% | 117 |
|
|
2021
Q3 | $202K | Hold |
2,455
| – | – | 0.07% | 113 |
|
|
2021
Q2 | $204K | Buy |
+2,455
| New | +$204K | 0.07% | 110 |
|