Gold Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
2,515
-1,805
| -42% | -$277K | 0.15% | 94 |
|
|
2025
Q1 | $662K | Sell |
4,320
-164
| -4% | -$25.1K | 0.28% | 84 |
|
|
2024
Q4 | $565K | Sell |
4,484
-53
| -1% | -$6.68K | 0.24% | 85 |
|
|
2024
Q3 | $577K | Sell |
4,537
-94
| -2% | -$12K | 0.24% | 84 |
|
|
2024
Q2 | $483K | Sell |
4,631
-2,915
| -39% | -$304K | 0.2% | 90 |
|
|
2024
Q1 | $705K | Sell |
7,546
-9
| -0.1% | -$841 | 0.28% | 83 |
|
|
2023
Q4 | $681K | Buy |
+7,555
| New | +$681K | 0.29% | 82 |
|