Focus Partners Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
39,105
+72
| +0.2% | +$11.1K | 0.01% | 621 |
|
|
2025
Q1 | $5.98M | Buy |
39,033
+878
| +2% | +$135K | 0.02% | 583 |
|
|
2024
Q4 | $4.81M | Buy |
38,155
+17,058
| +81% | +$2.15M | 0.01% | 618 |
|
|
2024
Q3 | $2.7M | Buy |
21,097
+4,138
| +24% | +$530K | 0.01% | 699 |
|
|
2024
Q2 | $1.77M | Buy |
16,959
+2,206
| +15% | +$230K | 0.01% | 676 |
|
|
2024
Q1 | $1.38M | Buy |
14,753
+244
| +2% | +$22.8K | 0.01% | 548 |
|
|
2023
Q4 | $1.31M | Buy |
+14,509
| New | +$1.31M | 0.02% | 409 |
|