Integrated Advisors Network’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
4,909
+67
| +1% | +$10.3K | 0.03% | 409 |
|
|
2025
Q1 | $742K | Buy |
4,842
+21
| +0.4% | +$3.22K | 0.04% | 367 |
|
|
2024
Q4 | $608K | Buy |
4,821
+115
| +2% | +$14.5K | 0.03% | 404 |
|
|
2024
Q3 | $603K | Sell |
4,706
-47
| -1% | -$6.02K | 0.03% | 416 |
|
|
2024
Q2 | $495K | Sell |
4,753
-198
| -4% | -$20.6K | 0.03% | 441 |
|
|
2024
Q1 | $463K | Buy |
4,951
+108
| +2% | +$10.1K | 0.02% | 471 |
|
|
2023
Q4 | $437K | Sell |
4,843
-187
| -4% | -$16.9K | 0.02% | 471 |
|
|
2023
Q3 | $412K | Sell |
5,030
-70
| -1% | -$5.74K | 0.03% | 465 |
|
|
2023
Q2 | $413K | Buy |
5,100
+66
| +1% | +$5.34K | 0.02% | 483 |
|
|
2023
Q1 | $361K | Buy |
5,034
+21
| +0.4% | +$1.51K | 0.02% | 506 |
|
|
2022
Q4 | $329K | Buy |
5,013
+392
| +8% | +$25.7K | 0.02% | 496 |
|
|
2022
Q3 | $297K | Buy |
4,621
+29
| +0.6% | +$1.86K | 0.02% | 506 |
|
|
2022
Q2 | $378K | Sell |
4,592
-56
| -1% | -$4.61K | 0.02% | 477 |
|
|
2022
Q1 | $447K | Sell |
4,648
-125
| -3% | -$12K | 0.03% | 467 |
|
|
2021
Q4 | $409K | Buy |
4,773
+185
| +4% | +$15.9K | 0.02% | 454 |
|
|
2021
Q3 | $378K | Buy |
4,588
+518
| +13% | +$42.7K | 0.03% | 460 |
|
|
2021
Q2 | $338K | Buy |
4,070
+571
| +16% | +$47.4K | 0.02% | 442 |
|
|
2021
Q1 | $251K | Buy |
+3,499
| New | +$251K | 0.02% | 475 |
|