Jeppson Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
9,363
-160
| -2% | -$24.6K | 0.5% | 51 |
|
|
2025
Q1 | $1.46M | Hold |
9,523
| – | – | 0.53% | 50 |
|
|
2024
Q4 | $1.2M | Sell |
9,523
-50
| -0.5% | -$6.3K | 0.44% | 60 |
|
|
2024
Q3 | $1.23M | Sell |
9,573
-45
| -0.5% | -$5.76K | 0.44% | 62 |
|
|
2024
Q2 | $1M | Sell |
9,618
-10
| -0.1% | -$1.04K | 0.38% | 69 |
|
|
2024
Q1 | $900K | Sell |
9,628
-25
| -0.3% | -$2.34K | 0.35% | 75 |
|
|
2023
Q4 | $870K | Sell |
9,653
-21
| -0.2% | -$1.89K | 0.36% | 77 |
|
|
2023
Q3 | $793K | Sell |
9,674
-35
| -0.4% | -$2.87K | 0.36% | 75 |
|
|
2023
Q2 | $785K | Sell |
9,709
-100
| -1% | -$8.09K | 0.34% | 76 |
|
|
2023
Q1 | $703K | Hold |
9,809
| – | – | 0.31% | 82 |
|
|
2022
Q4 | $643K | Sell |
9,809
-330
| -3% | -$21.6K | 0.27% | 85 |
|
|
2022
Q3 | $652K | Buy |
10,139
+200
| +2% | +$12.9K | 0.3% | 76 |
|
|
2022
Q2 | $818K | Sell |
9,939
-19
| -0.2% | -$1.56K | 0.35% | 66 |
|
|
2022
Q1 | $957K | Hold |
9,958
| – | – | 0.45% | 57 |
|
|
2021
Q4 | $854K | Sell |
9,958
-5
| -0.1% | -$429 | 0.41% | 63 |
|
|
2021
Q3 | $820K | Sell |
9,963
-5
| -0.1% | -$412 | 0.43% | 58 |
|
|
2021
Q2 | $828K | Hold |
9,968
| – | – | 0.45% | 57 |
|
|
2021
Q1 | $714K | Hold |
9,968
| – | – | 0.42% | 58 |
|
|
2020
Q4 | $644K | Buy |
9,968
+790
| +9% | +$51K | 0.43% | 58 |
|
|
2020
Q3 | $506K | Buy |
+9,178
| New | +$506K | 0.4% | 62 |
|