HBK Sorce Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
3,279
+153
| +5% | +$23.5K | 0.01% | 337 |
|
|
2025
Q1 | $479K | Buy |
3,126
+20
| +0.6% | +$3.06K | 0.01% | 344 |
|
|
2024
Q4 | $391K | Buy |
3,106
+153
| +5% | +$19.3K | 0.01% | 389 |
|
|
2024
Q3 | $378K | Buy |
2,953
+44
| +2% | +$5.63K | 0.01% | 406 |
|
|
2024
Q2 | $303K | Buy |
2,909
+38
| +1% | +$3.96K | 0.01% | 434 |
|
|
2024
Q1 | $268K | Buy |
2,871
+124
| +5% | +$11.6K | 0.01% | 479 |
|
|
2023
Q4 | $248K | Buy |
2,747
+18
| +0.7% | +$1.62K | 0.01% | 455 |
|
|
2023
Q3 | $224K | Buy |
2,729
+78
| +3% | +$6.39K | 0.01% | 493 |
|
|
2023
Q2 | $214K | Buy |
+2,651
| New | +$214K | 0.01% | 520 |
|
|
2015
Q4 | – | Sell |
-8,876
| Closed | -$601K | – | 231 |
|
|
2015
Q3 | $601K | Buy |
+8,876
| New | +$601K | 0.2% | 83 |
|