Intrua Financial’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 |
-1,748
| Closed | -$268K | – | 397 |
|
|
2025
Q1 | $268K | Buy |
1,748
+152
| +10% | +$23.3K | 0.04% | 297 |
|
|
2024
Q4 | $201K | Sell |
1,596
-82
| -5% | -$10.3K | 0.03% | 347 |
|
|
2024
Q3 | $215K | Sell |
1,678
-3,474
| -67% | -$445K | 0.03% | 356 |
|
|
2024
Q2 | $537K | Buy |
+5,152
| New | +$537K | 0.08% | 216 |
|
|
2021
Q2 | – | Sell |
-5,070
| Closed | -$388K | – | 310 |
|
|
2021
Q1 | $388K | Buy |
+5,070
| New | +$388K | 0.1% | 192 |
|