Glen Eagle 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 | $96.1K | Hold |
625
| – | – | 0.01% | 317 |
|
|
2025
Q1 | $95.8K | Sell |
625
-1
| -0.2% | -$153 | 0.02% | 315 |
|
|
2024
Q4 | $78.9K | Hold |
626
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $80.2K | Hold |
626
| – | – | 0.01% | 347 |
|
|
2024
Q2 | $65.3K | Sell |
626
-250
| -29% | -$26.1K | 0.01% | 363 |
|
|
2024
Q1 | $81.8K | Buy |
876
+57
| +7% | +$5.33K | 0.02% | 330 |
|
|
2023
Q4 | $73.9K | Hold |
819
| – | – | 0.02% | 342 |
|
|
2023
Q3 | $67.1K | Sell |
819
-50
| -6% | -$4.1K | 0.02% | 340 |
|
|
2023
Q2 | $70.3K | Buy |
869
+190
| +28% | +$15.4K | 0.02% | 337 |
|
|
2023
Q1 | $48.7K | Sell |
679
-159
| -19% | -$11.4K | 0.01% | 372 |
|
|
2022
Q4 | $54.9K | Buy |
838
+30
| +4% | +$1.97K | 0.02% | 347 |
|
|
2022
Q3 | $51.9K | Sell |
808
-215
| -21% | -$13.8K | 0.02% | 347 |
|
|
2022
Q2 | $84.2K | Buy |
1,023
+220
| +27% | +$18.1K | 0.02% | 298 |
|
|
2022
Q1 | $77.2K | Sell |
803
-250
| -24% | -$24K | 0.02% | 317 |
|
|
2021
Q4 | $90.3K | Hold |
1,053
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $86.7K | Buy |
1,053
+1
| +0.1% | +$82 | 0.03% | 292 |
|
|
2021
Q2 | $87.4K | Buy |
1,052
+1
| +0.1% | +$83 | 0.03% | 285 |
|
|
2021
Q1 | $75.3K | Buy |
1,051
+101
| +11% | +$7.23K | 0.03% | 284 |
|
|
2020
Q4 | $61.4K | Sell |
950
-252
| -21% | -$16.3K | 0.02% | 298 |
|
|
2020
Q3 | $66.2K | Buy |
1,202
+96
| +9% | +$5.29K | 0.03% | 269 |
|
|
2020
Q2 | $57.2K | Buy |
1,106
+391
| +55% | +$20.2K | 0.03% | 270 |
|
|
2020
Q1 | $32.7K | Sell |
715
-33
| -4% | -$1.51K | 0.02% | 322 |
|
|
2019
Q4 | $61.2K | Buy |
748
+376
| +101% | +$30.7K | 0.03% | 291 |
|
|
2019
Q3 | $33.7K | Buy |
372
+1
| +0.3% | +$91 | 0.02% | 339 |
|
|
2019
Q2 | $30.2K | Buy |
371
+2
| +0.5% | +$163 | 0.02% | 342 |
|
|
2019
Q1 | $28.7K | Buy |
369
+1
| +0.3% | +$78 | 0.02% | 332 |
|
|
2018
Q4 | $25.5K | Buy |
368
+2
| +0.5% | +$139 | 0.02% | 329 |
|
|
2018
Q3 | $23.6K | Buy |
366
+1
| +0.3% | +$64 | 0.02% | 354 |
|
|
2018
Q2 | $22.9K | Buy |
365
+2
| +0.6% | +$125 | 0.02% | 351 |
|
|
2018
Q1 | $19.8K | Sell |
363
-3,924
| -92% | -$214K | 0.02% | 343 |
|
|
2017
Q4 | $273K | Buy |
4,287
+3
| +0.1% | +$191 | 0.24% | 99 |
|
|
2017
Q3 | $301K | Sell |
4,284
-872
| -17% | -$61.3K | 0.28% | 85 |
|
|
2017
Q2 | $386K | Buy |
5,156
+3
| +0.1% | +$225 | 0.31% | 83 |
|
|
2017
Q1 | $365K | Sell |
5,153
-97
| -2% | -$6.87K | 0.31% | 84 |
|
|
2016
Q4 | $351K | Buy |
+5,250
| New | +$351K | 0.32% | 85 |
|