Heritage Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99K | Buy |
+52
| New | +$7.99K | ﹤0.01% | 436 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$328 | – | 596 |
|
|
2023
Q3 | $328 | Buy |
+4
| New | +$328 | ﹤0.01% | 493 |
|
|
2023
Q1 | – | Sell |
-330
| Closed | -$21.6K | – | 600 |
|
|
2022
Q4 | $21.6K | Hold |
330
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $21.2K | Hold |
330
| – | – | ﹤0.01% | 377 |
|
|
2022
Q2 | $27K | Hold |
330
| – | – | ﹤0.01% | 392 |
|
|
2022
Q1 | $32K | Hold |
330
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $28K | Hold |
330
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $27.2K | Hold |
330
| – | – | ﹤0.01% | 378 |
|
|
2021
Q2 | $27.4K | Hold |
330
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $23.6K | Hold |
330
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $21K | Hold |
330
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $18.2K | Hold |
330
| – | – | ﹤0.01% | 361 |
|
|
2020
Q2 | $17.1K | Hold |
330
| – | – | ﹤0.01% | 347 |
|
|
2020
Q1 | $15.1K | Sell |
330
-665
| -67% | -$30.4K | ﹤0.01% | 345 |
|
|
2019
Q4 | $81.4K | Buy |
995
+13
| +1% | +$1.06K | 0.01% | 254 |
|
|
2019
Q3 | $89K | Buy |
982
+615
| +168% | +$55.7K | 0.01% | 223 |
|
|
2019
Q2 | $29.9K | Sell |
367
-79
| -18% | -$6.44K | ﹤0.01% | 302 |
|
|
2019
Q1 | $34.6K | Buy |
446
+367
| +465% | +$28.5K | 0.01% | 256 |
|
|
2018
Q4 | $5K | Hold |
79
| – | – | ﹤0.01% | 341 |
|
|
2018
Q3 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 330 |
|