Integrated Wealth Concepts’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
7,864
+1,132
| +17% | +$174K | 0.01% | 825 |
|
|
2025
Q1 | $1.03M | Buy |
6,732
+401
| +6% | +$61.4K | 0.01% | 816 |
|
|
2024
Q4 | $798K | Buy |
6,331
+375
| +6% | +$47.3K | 0.01% | 919 |
|
|
2024
Q3 | $763K | Sell |
5,956
-646
| -10% | -$82.7K | 0.01% | 913 |
|
|
2024
Q2 | $688K | Buy |
6,602
+119
| +2% | +$12.4K | 0.01% | 913 |
|
|
2024
Q1 | $606K | Sell |
6,483
-1,454
| -18% | -$136K | 0.01% | 965 |
|
|
2023
Q4 | $716K | Sell |
7,937
-492
| -6% | -$44.4K | 0.01% | 856 |
|
|
2023
Q3 | $690K | Sell |
8,429
-1,595
| -16% | -$131K | 0.01% | 844 |
|
|
2023
Q2 | $811K | Sell |
10,024
-3,529
| -26% | -$285K | 0.01% | 764 |
|
|
2023
Q1 | $972K | Buy |
13,553
+8,449
| +166% | +$606K | 0.02% | 630 |
|
|
2022
Q4 | $335K | Buy |
5,104
+243
| +5% | +$15.9K | 0.01% | 781 |
|
|
2022
Q3 | $313K | Sell |
4,861
-384
| -7% | -$24.7K | 0.01% | 722 |
|
|
2022
Q2 | $432K | Buy |
+5,245
| New | +$432K | 0.01% | 651 |
|
|
2019
Q2 | – | Sell |
-3,225
| Closed | -$250K | – | 406 |
|
|
2019
Q1 | $250K | Buy |
+3,225
| New | +$250K | 0.04% | 278 |
|