Harbour Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
3,977
+29
| +0.7% | +$4.46K | 0.02% | 695 |
|
|
2025
Q1 | $605K | Buy |
3,948
+462
| +13% | +$70.8K | 0.02% | 646 |
|
|
2024
Q4 | $439K | Sell |
3,486
-729
| -17% | -$91.9K | 0.01% | 732 |
|
|
2024
Q3 | $540K | Buy |
4,215
+156
| +4% | +$20K | 0.02% | 636 |
|
|
2024
Q2 | $423K | Buy |
4,059
+355
| +10% | +$37K | 0.01% | 663 |
|
|
2024
Q1 | $346K | Buy |
3,704
+562
| +18% | +$52.5K | 0.01% | 725 |
|
|
2023
Q4 | $283K | Buy |
3,142
+1,503
| +92% | +$136K | 0.01% | 727 |
|
|
2023
Q3 | $134K | Buy |
1,639
+413
| +34% | +$33.8K | 0.01% | 933 |
|
|
2023
Q2 | $99.2K | Sell |
1,226
-91
| -7% | -$7.36K | ﹤0.01% | 1065 |
|
|
2023
Q1 | $94.4K | Sell |
1,317
-55
| -4% | -$3.94K | 0.01% | 1069 |
|
|
2022
Q4 | $89.9K | Buy |
1,372
+5
| +0.4% | +$328 | 0.01% | 1048 |
|
|
2022
Q3 | $113K | Hold |
1,367
| – | – | 0.01% | 916 |
|
|
2022
Q2 | $113K | Buy |
+1,367
| New | +$113K | 0.01% | 916 |
|
|
2021
Q4 | $113K | Sell |
1,315
-2,424
| -65% | -$208K | 0.01% | 927 |
|
|
2021
Q3 | $308K | Buy |
3,739
+73
| +2% | +$6.01K | 0.01% | 830 |
|
|
2021
Q2 | $305K | Sell |
3,666
-50
| -1% | -$4.16K | 0.01% | 865 |
|
|
2021
Q1 | $266K | Buy |
+3,716
| New | +$266K | 0.01% | 850 |
|