Forte Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
19,170
+84
| +0.4% | +$12.9K | 0.32% | 62 |
|
|
2025
Q1 | $2.92M | Buy |
19,086
+7
| +0% | +$1.07K | 0.35% | 65 |
|
|
2024
Q4 | $2.4M | Buy |
19,079
+461
| +2% | +$58.1K | 0.27% | 67 |
|
|
2024
Q3 | $2.38M | Sell |
18,618
-42
| -0.2% | -$5.38K | 0.27% | 73 |
|
|
2024
Q2 | $1.95M | Sell |
18,660
-1,569
| -8% | -$164K | 0.23% | 79 |
|
|
2024
Q1 | $1.89M | Buy |
20,229
+85
| +0.4% | +$7.94K | 0.23% | 81 |
|
|
2023
Q4 | $1.82M | Sell |
20,144
-447
| -2% | -$40.3K | 0.25% | 80 |
|
|
2023
Q3 | $1.69M | Sell |
20,591
-2,056
| -9% | -$168K | 0.26% | 75 |
|
|
2023
Q2 | $1.83M | Sell |
22,647
-585
| -3% | -$47.3K | 0.26% | 75 |
|
|
2023
Q1 | $1.67M | Sell |
23,232
-230
| -1% | -$16.5K | 0.25% | 80 |
|
|
2022
Q4 | $1.54M | Sell |
23,462
-495
| -2% | -$32.4K | 0.26% | 79 |
|
|
2022
Q3 | $1.54M | Buy |
23,957
+7,924
| +49% | +$510K | 0.28% | 73 |
|
|
2022
Q2 | $1.32M | Sell |
16,033
-204
| -1% | -$16.8K | 0.23% | 86 |
|
|
2022
Q1 | $1.39M | Hold |
16,237
| – | – | 0.18% | 89 |
|
|
2021
Q4 | $1.39M | Sell |
16,237
-12
| -0.1% | -$1.03K | 0.18% | 89 |
|
|
2021
Q3 | $1.34M | Sell |
16,249
-1,771
| -10% | -$146K | 0.18% | 87 |
|
|
2021
Q2 | $1.5M | Sell |
18,020
-98
| -0.5% | -$8.14K | 0.2% | 81 |
|
|
2021
Q1 | $1.3M | Sell |
18,118
-494
| -3% | -$35.4K | 0.2% | 82 |
|
|
2020
Q4 | $1.2M | Sell |
18,612
-87
| -0.5% | -$5.62K | 0.19% | 83 |
|
|
2020
Q3 | $1.03M | Sell |
18,699
-682
| -4% | -$37.6K | 0.19% | 85 |
|
|
2020
Q2 | $1M | Buy |
19,381
+4,525
| +30% | +$234K | 0.21% | 78 |
|
|
2020
Q1 | $680K | Buy |
14,856
+937
| +7% | +$42.9K | 0.23% | 69 |
|
|
2019
Q4 | $1.14M | Buy |
13,919
+3,350
| +32% | +$274K | 0.32% | 67 |
|
|
2019
Q3 | $958K | Sell |
10,569
-125
| -1% | -$11.3K | 0.3% | 68 |
|
|
2019
Q2 | $872K | Buy |
+10,694
| New | +$872K | 0.28% | 76 |
|
|
2019
Q1 | – | Sell |
-10,617
| Closed | -$736K | – | 91 |
|
|
2018
Q4 | $736K | Sell |
10,617
-533
| -5% | -$36.9K | 0.31% | 71 |
|
|
2018
Q3 | $717K | Sell |
11,150
-598
| -5% | -$38.5K | 0.26% | 76 |
|
|
2018
Q2 | $736K | Sell |
11,748
-267
| -2% | -$16.7K | 0.29% | 72 |
|
|
2018
Q1 | $654K | Buy |
12,015
+2,055
| +21% | +$112K | 0.27% | 71 |
|
|
2017
Q4 | $635K | Buy |
9,960
+1,905
| +24% | +$121K | 0.19% | 95 |
|
|
2017
Q3 | $566K | Sell |
8,055
-170
| -2% | -$11.9K | 0.18% | 102 |
|
|
2017
Q2 | $616K | Buy |
8,225
+280
| +4% | +$21K | 0.2% | 91 |
|
|
2017
Q1 | $563K | Buy |
7,945
+675
| +9% | +$47.8K | 0.19% | 96 |
|
|
2016
Q4 | $486K | Buy |
7,270
+570
| +9% | +$38.1K | 0.18% | 98 |
|
|
2016
Q3 | $501K | Buy |
+6,700
| New | +$501K | 0.19% | 95 |
|
|
2015
Q3 | – | Sell |
-6,142
| Closed | -$403K | – | 156 |
|
|
2015
Q2 | $403K | Sell |
6,142
-2,050
| -25% | -$135K | 0.17% | 118 |
|
|
2015
Q1 | $645K | Sell |
8,192
-3,135
| -28% | -$247K | 0.28% | 78 |
|
|
2014
Q4 | $857K | Buy |
11,327
+550
| +5% | +$41.6K | 0.37% | 60 |
|
|
2014
Q3 | $672K | Buy |
+10,777
| New | +$672K | 0.31% | 74 |
|