Hollencrest Capital 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 | $33.1K | Sell |
215
-68
| -24% | -$10.5K | ﹤0.01% | 562 |
|
|
2025
Q1 | $43.4K | Buy |
283
+68
| +32% | +$10.4K | ﹤0.01% | 528 |
|
|
2024
Q4 | $27.1K | Hold |
215
| – | – | ﹤0.01% | 591 |
|
|
2024
Q3 | $27.5K | Hold |
215
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $22.4K | Hold |
215
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $20.1K | Hold |
215
| – | – | ﹤0.01% | 631 |
|
|
2023
Q4 | $19.4K | Hold |
215
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $17.6K | Hold |
215
| – | – | ﹤0.01% | 647 |
|
|
2023
Q2 | $17.4K | Hold |
215
| – | – | ﹤0.01% | 679 |
|
|
2023
Q1 | $15.4K | Hold |
215
| – | – | ﹤0.01% | 683 |
|
|
2022
Q4 | $14.1K | Buy |
+215
| New | +$14.1K | ﹤0.01% | 669 |
|