GAMCO Investors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Hold |
24,166
| – | – | 0.04% | 410 |
|
|
2025
Q1 | $3.7M | Sell |
24,166
-584
| -2% | -$89.5K | 0.04% | 381 |
|
|
2024
Q4 | $3.12M | Buy |
24,750
+1,000
| +4% | +$126K | 0.03% | 431 |
|
|
2024
Q3 | $3.04M | Sell |
23,750
-500
| -2% | -$64K | 0.03% | 429 |
|
|
2024
Q2 | $2.53M | Hold |
24,250
| – | – | 0.03% | 459 |
|
|
2024
Q1 | $2.27M | Buy |
24,250
+15,000
| +162% | +$1.4M | 0.02% | 477 |
|
|
2023
Q4 | $834K | Hold |
9,250
| – | – | 0.01% | 617 |
|
|
2023
Q3 | $758K | Sell |
9,250
-1,250
| -12% | -$102K | 0.01% | 618 |
|
|
2023
Q2 | $849K | Hold |
10,500
| – | – | 0.01% | 602 |
|
|
2023
Q1 | $753K | Hold |
10,500
| – | – | 0.01% | 637 |
|
|
2022
Q4 | $688K | Sell |
10,500
-5,090
| -33% | -$334K | 0.01% | 656 |
|
|
2022
Q3 | $1M | Buy |
15,590
+90
| +0.6% | +$5.79K | 0.01% | 572 |
|
|
2022
Q2 | $1.28M | Hold |
15,500
| – | – | 0.01% | 540 |
|
|
2022
Q1 | $1.49M | Hold |
15,500
| – | – | 0.01% | 554 |
|
|
2021
Q4 | $1.33M | Hold |
15,500
| – | – | 0.01% | 575 |
|
|
2021
Q3 | $1.28M | Buy |
15,500
+2,000
| +15% | +$165K | 0.01% | 593 |
|
|
2021
Q2 | $1.12M | Buy |
+13,500
| New | +$1.12M | 0.01% | 629 |
|