HB Wealth 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 | $1.93M | Buy |
12,547
+256
| +2% | +$39.4K | 0.02% | 375 |
|
|
2025
Q1 | $1.88M | Buy |
12,291
+3,100
| +34% | +$475K | 0.02% | 388 |
|
|
2024
Q4 | $1.16M | Buy |
9,191
+562
| +7% | +$70.8K | 0.01% | 386 |
|
|
2024
Q3 | $1.1M | Buy |
8,629
+1,429
| +20% | +$183K | 0.01% | 369 |
|
|
2024
Q2 | $751K | Buy |
7,200
+1,287
| +22% | +$134K | 0.01% | 431 |
|
|
2024
Q1 | $553K | Buy |
5,913
+292
| +5% | +$27.3K | 0.01% | 469 |
|
|
2023
Q4 | $507K | Buy |
5,621
+577
| +11% | +$52K | 0.01% | 456 |
|
|
2023
Q3 | $413K | Buy |
5,044
+1,141
| +29% | +$93.5K | 0.01% | 482 |
|
|
2023
Q2 | $316K | Buy |
3,903
+737
| +23% | +$59.6K | 0.01% | 530 |
|
|
2023
Q1 | $227K | Buy |
+3,166
| New | +$227K | ﹤0.01% | 637 |
|