InceptionR’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 |
-1,599
| Closed | -$245K | – | 868 |
|
|
2025
Q1 | $245K | Buy |
+1,599
| New | +$245K | 0.07% | 429 |
|
|
2024
Q3 | – | Sell |
-2,601
| Closed | -$271K | – | 894 |
|
|
2024
Q2 | $271K | Sell |
2,601
-4,197
| -62% | -$438K | 0.08% | 435 |
|
|
2024
Q1 | $635K | Buy |
+6,798
| New | +$635K | 0.16% | 243 |
|