IMA Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Buy |
107
+4
| +4% | +$615 | ﹤0.01% | 293 |
|
|
2025
Q1 | $15.8K | Buy |
+103
| New | +$15.8K | ﹤0.01% | 292 |
|
|
2024
Q4 | – | Sell |
-103
| Closed | -$13.2K | – | 284 |
|
|
2024
Q3 | $13.2K | Buy |
+103
| New | +$13.2K | ﹤0.01% | 235 |
|
|
2023
Q4 | – | Sell |
-155
| Closed | -$12.7K | – | 268 |
|
|
2023
Q3 | $12.7K | Hold |
155
| – | – | ﹤0.01% | 238 |
|
|
2023
Q2 | $12.5K | Hold |
155
| – | – | ﹤0.01% | 242 |
|
|
2023
Q1 | $11.1K | Hold |
155
| – | – | ﹤0.01% | 239 |
|
|
2022
Q4 | $10.2K | Hold |
155
| – | – | ﹤0.01% | 258 |
|
|
2022
Q3 | $10K | Hold |
155
| – | – | ﹤0.01% | 256 |
|
|
2022
Q2 | $13K | Hold |
155
| – | – | ﹤0.01% | 252 |
|
|
2022
Q1 | $15K | Hold |
155
| – | – | ﹤0.01% | 226 |
|
|
2021
Q4 | $13K | Hold |
155
| – | – | ﹤0.01% | 239 |
|
|
2021
Q3 | $13K | Hold |
155
| – | – | ﹤0.01% | 225 |
|
|
2021
Q2 | $13K | Hold |
155
| – | – | ﹤0.01% | 223 |
|
|
2021
Q1 | $11K | Buy |
155
+52
| +50% | +$3.69K | ﹤0.01% | 230 |
|
|
2020
Q4 | $7K | Hold |
103
| – | – | ﹤0.01% | 239 |
|
|
2020
Q3 | $6K | Hold |
103
| – | – | ﹤0.01% | 230 |
|
|
2020
Q2 | $5K | Hold |
103
| – | – | ﹤0.01% | 226 |
|
|
2020
Q1 | $5K | Hold |
103
| – | – | ﹤0.01% | 229 |
|
|
2019
Q4 | $8K | Hold |
103
| – | – | ﹤0.01% | 227 |
|
|
2019
Q3 | $9K | Hold |
103
| – | – | ﹤0.01% | 217 |
|
|
2019
Q2 | $8K | Hold |
103
| – | – | ﹤0.01% | 213 |
|
|
2019
Q1 | $8K | Hold |
103
| – | – | ﹤0.01% | 218 |
|
|
2018
Q4 | $7K | Hold |
103
| – | – | ﹤0.01% | 235 |
|
|
2018
Q3 | $7K | Sell |
103
-114
| -53% | -$7.75K | ﹤0.01% | 242 |
|
|
2018
Q2 | $14K | Buy |
+217
| New | +$14K | 0.01% | 242 |
|