Hendershot 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 | $499K | Sell |
3,246
-827
| -20% | -$127K | 0.07% | 85 |
|
|
2025
Q1 | $624K | Sell |
4,073
-43
| -1% | -$6.59K | 0.08% | 78 |
|
|
2024
Q4 | $519K | Hold |
4,116
| – | – | 0.07% | 85 |
|
|
2024
Q3 | $527K | Sell |
4,116
-1,026
| -20% | -$131K | 0.07% | 86 |
|
|
2024
Q2 | $536K | Sell |
5,142
-600
| -10% | -$62.6K | 0.08% | 85 |
|
|
2024
Q1 | $537K | Hold |
5,742
| – | – | 0.08% | 80 |
|
|
2023
Q4 | $518K | Hold |
5,742
| – | – | 0.08% | 82 |
|
|
2023
Q3 | $470K | Sell |
5,742
-185
| -3% | -$15.2K | 0.08% | 81 |
|
|
2023
Q2 | $479K | Sell |
5,927
-500
| -8% | -$40.4K | 0.08% | 85 |
|
|
2023
Q1 | $461K | Sell |
6,427
-803
| -11% | -$57.6K | 0.08% | 89 |
|
|
2022
Q4 | $474K | Buy |
7,230
+28
| +0.4% | +$1.84K | 0.08% | 95 |
|
|
2022
Q3 | $463K | Hold |
7,202
| – | – | 0.09% | 94 |
|
|
2022
Q2 | $593K | Hold |
7,202
| – | – | 0.1% | 90 |
|
|
2022
Q1 | $692K | Hold |
7,202
| – | – | 0.11% | 89 |
|
|
2021
Q4 | $618K | Buy |
+7,202
| New | +$618K | 0.09% | 92 |
|