Investment Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
1,580
| – | – | 0.08% | 109 |
|
|
2025
Q1 | $242K | Sell |
1,580
-100
| -6% | -$15.3K | 0.09% | 105 |
|
|
2024
Q4 | $212K | Sell |
1,680
-1,175
| -41% | -$148K | 0.07% | 113 |
|
|
2024
Q3 | $366K | Sell |
2,855
-900
| -24% | -$115K | 0.13% | 88 |
|
|
2024
Q2 | $391K | Sell |
3,755
-411
| -10% | -$42.8K | 0.14% | 86 |
|
|
2024
Q1 | $389K | Buy |
4,166
+6
| +0.1% | +$561 | 0.14% | 88 |
|
|
2023
Q4 | $375K | Sell |
4,160
-45
| -1% | -$4.06K | 0.15% | 88 |
|
|
2023
Q3 | $344K | Sell |
4,205
-100
| -2% | -$8.19K | 0.15% | 88 |
|
|
2023
Q2 | $348K | Hold |
4,305
| – | – | 0.15% | 89 |
|
|
2023
Q1 | $309K | Sell |
4,305
-56
| -1% | -$4.02K | 0.15% | 87 |
|
|
2022
Q4 | $282K | Sell |
4,361
-848
| -16% | -$54.9K | 0.15% | 89 |
|
|
2022
Q3 | $335K | Hold |
5,209
| – | – | 0.2% | 79 |
|
|
2022
Q2 | $429K | Sell |
5,209
-573
| -10% | -$47.2K | 0.25% | 70 |
|
|
2022
Q1 | $556K | Hold |
5,782
| – | – | 0.31% | 65 |
|
|
2021
Q4 | $496K | Buy |
5,782
+75
| +1% | +$6.43K | 0.27% | 68 |
|
|
2021
Q3 | $470K | Sell |
5,707
-147
| -3% | -$12.1K | 0.29% | 71 |
|
|
2021
Q2 | $486K | Buy |
+5,854
| New | +$486K | 0.3% | 70 |
|
|
2020
Q4 | $732K | Hold |
11,331
| – | – | 0.51% | 51 |
|
|
2020
Q3 | $624K | Sell |
11,331
-291
| -3% | -$16K | 0.49% | 53 |
|
|
2020
Q2 | $601K | Sell |
11,622
-2,527
| -18% | -$131K | 0.51% | 53 |
|
|
2020
Q1 | $648K | Sell |
14,149
-118
| -0.8% | -$5.4K | 0.69% | 45 |
|
|
2019
Q4 | $1.17M | Buy |
+14,267
| New | +$1.17M | 1.05% | 35 |
|