Hartline Investment Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Hold |
2,652
| – | – | 0.05% | 86 |
|
|
2025
Q1 | $406K | Hold |
2,652
| – | – | 0.05% | 86 |
|
|
2024
Q4 | $334K | Hold |
2,652
| – | – | 0.04% | 85 |
|
|
2024
Q3 | $340K | Hold |
2,652
| – | – | 0.04% | 85 |
|
|
2024
Q2 | $276K | Buy |
+2,652
| New | +$276K | 0.04% | 89 |
|
|
2024
Q1 | – | Sell |
-2,782
| Closed | -$251K | – | 451 |
|
|
2023
Q4 | $251K | Hold |
2,782
| – | – | 0.04% | 96 |
|
|
2023
Q3 | $228K | Hold |
2,782
| – | – | 0.04% | 98 |
|
|
2023
Q2 | $225K | Buy |
+2,782
| New | +$225K | 0.04% | 101 |
|
|
2022
Q2 | – | Sell |
-6,952
| Closed | -$578K | – | 123 |
|
|
2022
Q1 | $578K | Hold |
6,952
| – | – | 0.07% | 89 |
|
|
2021
Q4 | $596K | Hold |
6,952
| – | – | 0.08% | 81 |
|
|
2021
Q3 | $573K | Hold |
6,952
| – | – | 0.08% | 87 |
|
|
2021
Q2 | $578K | Buy |
+6,952
| New | +$578K | 0.07% | 89 |
|
|
2020
Q1 | – | Sell |
-3,360
| Closed | -$275K | – | 123 |
|
|
2019
Q4 | $275K | Hold |
3,360
| – | – | 0.06% | 108 |
|
|
2019
Q3 | $305K | Hold |
3,360
| – | – | 0.07% | 98 |
|
|
2019
Q2 | $274K | Buy |
+3,360
| New | +$274K | 0.07% | 103 |
|