Harbour Trust & 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 | $8.47M | Buy |
55,102
+683
| +1% | +$105K | 0.94% | 33 |
|
|
2025
Q1 | $8.34M | Sell |
54,419
-1,266
| -2% | -$194K | 1.01% | 31 |
|
|
2024
Q4 | $7.02M | Buy |
55,685
+140
| +0.3% | +$17.6K | 0.8% | 40 |
|
|
2024
Q3 | $7.11M | Sell |
55,545
-178
| -0.3% | -$22.8K | 0.81% | 40 |
|
|
2024
Q2 | $5.81M | Buy |
55,723
+1,695
| +3% | +$177K | 0.69% | 43 |
|
|
2024
Q1 | $5.05M | Sell |
54,028
-5,958
| -10% | -$557K | 0.63% | 50 |
|
|
2023
Q4 | $5.41M | Buy |
+59,986
| New | +$5.41M | 0.76% | 44 |
|