IAA
Independent Advisor Alliance’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
11,655
-1,314
| -10% | -$202K | 0.05% | 303 |
|
|
2025
Q1 | $1.99M | Buy |
12,969
+156
| +1% | +$23.9K | 0.07% | 254 |
|
|
2024
Q4 | $1.61M | Buy |
12,813
+1,764
| +16% | +$222K | 0.02% | 575 |
|
|
2024
Q3 | $1.41M | Buy |
11,049
+11
| +0.1% | +$1.41K | 0.05% | 273 |
|
|
2024
Q2 | $1.15M | Buy |
11,038
+162
| +1% | +$16.9K | 0.04% | 298 |
|
|
2024
Q1 | $1.02M | Sell |
10,876
-1,073
| -9% | -$100K | 0.04% | 320 |
|
|
2023
Q4 | $1.08M | Buy |
11,949
+19
| +0.2% | +$1.71K | 0.04% | 296 |
|
|
2023
Q3 | $977K | Buy |
11,930
+81
| +0.7% | +$6.64K | 0.04% | 296 |
|
|
2023
Q2 | $958K | Buy |
11,849
+1,358
| +13% | +$110K | 0.04% | 310 |
|
|
2023
Q1 | $752K | Buy |
10,491
+400
| +4% | +$28.7K | 0.04% | 335 |
|
|
2022
Q4 | $661 | Sell |
10,091
-2,000
| -17% | -$131 | ﹤0.01% | 330 |
|
|
2022
Q3 | $778K | Buy |
12,091
+150
| +1% | +$9.65K | 0.05% | 291 |
|
|
2022
Q2 | $983K | Sell |
11,941
-275
| -2% | -$22.6K | 0.05% | 269 |
|
|
2022
Q1 | $1.17M | Sell |
12,216
-5,546
| -31% | -$533K | 0.06% | 255 |
|
|
2021
Q4 | $1.52M | Buy |
17,762
+215
| +1% | +$18.4K | 0.08% | 206 |
|
|
2021
Q3 | $1.45M | Buy |
17,547
+262
| +2% | +$21.6K | 0.08% | 202 |
|
|
2021
Q2 | $1.44M | Sell |
17,285
-3,350
| -16% | -$278K | 0.08% | 208 |
|
|
2021
Q1 | $1.48M | Sell |
20,635
-381
| -2% | -$27.3K | 0.09% | 189 |
|
|
2020
Q4 | $1.36M | Buy |
21,016
+578
| +3% | +$37.3K | 0.09% | 167 |
|
|
2020
Q3 | $1.13M | Sell |
20,438
-152
| -0.7% | -$8.37K | 0.09% | 167 |
|
|
2020
Q2 | $1.07M | Buy |
20,590
+35
| +0.2% | +$1.81K | 0.11% | 145 |
|
|
2020
Q1 | $941K | Buy |
20,555
+4,575
| +29% | +$209K | 0.14% | 129 |
|
|
2019
Q4 | $1.31M | Buy |
15,980
+223
| +1% | +$18.2K | 0.06% | 310 |
|
|
2019
Q3 | $1.43M | Sell |
15,757
-148
| -0.9% | -$13.4K | 0.17% | 118 |
|
|
2019
Q2 | $1.3M | Buy |
15,905
+733
| +5% | +$59.8K | 0.19% | 110 |
|
|
2019
Q1 | $1.18M | Sell |
15,172
-1,443
| -9% | -$112K | 0.17% | 125 |
|
|
2018
Q4 | $1.15M | Buy |
16,615
+1,133
| +7% | +$78.6K | 0.2% | 106 |
|
|
2018
Q3 | $980K | Sell |
15,482
-1,011
| -6% | -$64K | 0.18% | 124 |
|
|
2018
Q2 | $1.03M | Sell |
16,493
-1,383
| -8% | -$86.7K | 0.22% | 109 |
|
|
2018
Q1 | $965K | Sell |
17,876
-1,247
| -7% | -$67.3K | 0.22% | 110 |
|
|
2017
Q4 | $1.2M | Buy |
19,123
+2,045
| +12% | +$128K | 0.27% | 90 |
|
|
2017
Q3 | $1.17M | Buy |
17,078
+1,755
| +11% | +$120K | 0.32% | 82 |
|
|
2017
Q2 | $1.11M | Sell |
15,323
-998
| -6% | -$72.4K | 0.35% | 82 |
|
|
2017
Q1 | $1.16M | Buy |
16,321
+1,751
| +12% | +$125K | 0.18% | 145 |
|
|
2016
Q4 | $973K | Buy |
+14,570
| New | +$973K | 0.42% | 72 |
|