Graypoint LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
3,710
+175
| +5% | +$26.9K | 0.03% | 308 |
|
|
2025
Q1 | $542K | Buy |
3,535
+108
| +3% | +$16.5K | 0.03% | 295 |
|
|
2024
Q4 | $432K | Buy |
3,427
+84
| +3% | +$10.6K | 0.03% | 341 |
|
|
2024
Q3 | $428K | Buy |
3,343
+336
| +11% | +$43K | 0.03% | 335 |
|
|
2024
Q2 | $313K | Buy |
3,007
+320
| +12% | +$33.4K | 0.02% | 374 |
|
|
2024
Q1 | $251K | Buy |
2,687
+122
| +5% | +$11.4K | 0.02% | 405 |
|
|
2023
Q4 | $231K | Buy |
+2,565
| New | +$231K | 0.02% | 401 |
|