Gray Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.35M | Sell |
10,687
-248
| -2% | -$31.3K | 0.51% | 42 |
|
|
2024
Q3 | $1.4M | Buy |
10,935
+21
| +0.2% | +$2.69K | 0.55% | 41 |
|
|
2024
Q2 | $1.14M | Sell |
10,914
-31
| -0.3% | -$3.23K | 0.49% | 42 |
|
|
2024
Q1 | $1.02M | Sell |
10,945
-63
| -0.6% | -$5.89K | 0.46% | 42 |
|
|
2023
Q4 | $993K | Sell |
11,008
-421
| -4% | -$38K | 0.48% | 41 |
|
|
2023
Q3 | $936K | Buy |
11,429
+428
| +4% | +$35.1K | 0.48% | 43 |
|
|
2023
Q2 | $890K | Buy |
11,001
+319
| +3% | +$25.8K | 0.45% | 46 |
|
|
2023
Q1 | $766K | Sell |
10,682
-171
| -2% | -$12.3K | 0.42% | 49 |
|
|
2022
Q4 | $711K | Sell |
10,853
-414
| -4% | -$27.1K | 0.41% | 51 |
|
|
2022
Q3 | $725K | Buy |
11,267
+28
| +0.2% | +$1.8K | 0.46% | 44 |
|
|
2022
Q2 | $925K | Buy |
11,239
+635
| +6% | +$52.3K | 0.56% | 37 |
|
|
2022
Q1 | $1.02M | Sell |
10,604
-15
| -0.1% | -$1.44K | 0.53% | 38 |
|
|
2021
Q4 | $911K | Buy |
10,619
+143
| +1% | +$12.3K | 0.45% | 42 |
|
|
2021
Q3 | $863K | Buy |
10,476
+27
| +0.3% | +$2.22K | 0.48% | 38 |
|
|
2021
Q2 | $868K | Sell |
10,449
-171
| -2% | -$14.2K | 0.5% | 38 |
|
|
2021
Q1 | $761K | Buy |
10,620
+32
| +0.3% | +$2.29K | 0.48% | 40 |
|
|
2020
Q4 | $682K | Sell |
10,588
-2,343
| -18% | -$151K | 0.47% | 41 |
|
|
2020
Q3 | $715K | Sell |
12,931
-1,188
| -8% | -$65.7K | 0.56% | 37 |
|
|
2020
Q2 | $735K | Sell |
14,119
-325
| -2% | -$16.9K | 0.63% | 36 |
|
|
2020
Q1 | $665K | Buy |
+14,444
| New | +$665K | 0.73% | 31 |
|