Hancock Whitney’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+1,406
| New | +$216K | ﹤0.01% | 724 |
|
|
2021
Q3 | – | Sell |
-2,463
| Closed | -$205K | – | 817 |
|
|
2021
Q2 | $205K | Buy |
+2,463
| New | +$205K | 0.01% | 762 |
|
|
2019
Q4 | – | Sell |
-2,528
| Closed | -$229K | – | 875 |
|
|
2019
Q3 | $229K | Sell |
2,528
-121
| -5% | -$11K | 0.01% | 744 |
|
|
2019
Q2 | $216K | Buy |
+2,649
| New | +$216K | 0.01% | 784 |
|
|
2016
Q3 | – | Sell |
-3,255
| Closed | -$248K | – | 611 |
|
|
2016
Q2 | $248K | Buy |
+3,255
| New | +$248K | 0.01% | 483 |
|
|
2014
Q1 | – | Sell |
-3,959
| Closed | -$212K | – | 541 |
|
|
2013
Q4 | $212K | Buy |
+3,959
| New | +$212K | 0.01% | 496 |
|