IMC Chicago’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,237
Closed -$3.87M 1621
2025
Q1
$3.87M Buy
+25,237
New +$3.87M ﹤0.01% 105
2024
Q4
Hold
0
1460
2024
Q3
Hold
0
1340
2024
Q2
Hold
0
1241
2024
Q1
Hold
0
1144
2023
Q4
Hold
0
883
2023
Q2
Hold
0
649
2023
Q1
Sell
-17,706
Closed -$1.16M 647
2022
Q4
$1.16M Buy
+17,706
New +$1.16M ﹤0.01% 79