Investment Advisory Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
4,890
+1
| +0% | +$154 | 0.23% | 85 |
|
|
2025
Q1 | $749K | Hold |
4,889
| – | – | 0.25% | 80 |
|
|
2024
Q4 | $616K | Buy |
4,889
+85
| +2% | +$10.7K | 0.21% | 86 |
|
|
2024
Q3 | $615K | Sell |
4,804
-42
| -0.9% | -$5.38K | 0.21% | 86 |
|
|
2024
Q2 | $505K | Hold |
4,846
| – | – | 0.2% | 88 |
|
|
2024
Q1 | $453K | Sell |
4,846
-112
| -2% | -$10.5K | 0.19% | 90 |
|
|
2023
Q4 | $447K | Hold |
4,958
| – | – | 0.21% | 84 |
|
|
2023
Q3 | $406K | Hold |
4,958
| – | – | 0.21% | 81 |
|
|
2023
Q2 | $401K | Buy |
4,958
+31
| +0.6% | +$2.51K | 0.21% | 85 |
|
|
2023
Q1 | $353K | Hold |
4,927
| – | – | 0.2% | 88 |
|
|
2022
Q4 | $323K | Hold |
4,927
| – | – | 0.2% | 93 |
|
|
2022
Q3 | $317K | Hold |
4,927
| – | – | 0.22% | 83 |
|
|
2022
Q2 | $404K | Hold |
4,927
| – | – | 0.27% | 70 |
|
|
2022
Q1 | $474K | Buy |
+4,927
| New | +$474K | 0.29% | 72 |
|