Jump 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 | $8.23M | Buy |
53,513
+42,436
| +383% | +$6.52M | 0.09% | 274 |
|
|
2025
Q1 | $1.7M | Buy |
+11,077
| New | +$1.7M | 0.02% | 626 |
|
|
2024
Q4 | – | Sell |
-5,315
| Closed | -$680K | – | 2053 |
|
|
2024
Q3 | $680K | Sell |
5,315
-313
| -6% | -$40.1K | 0.01% | 976 |
|
|
2024
Q2 | $587K | Sell |
5,628
-9,764
| -63% | -$1.02M | 0.01% | 1067 |
|
|
2024
Q1 | $1.44M | Buy |
15,392
+7,395
| +92% | +$691K | 0.04% | 599 |
|
|
2023
Q4 | $721K | Buy |
7,997
+4,540
| +131% | +$409K | 0.02% | 880 |
|
|
2023
Q3 | $283K | Buy |
+3,457
| New | +$283K | 0.01% | 1336 |
|
|
2022
Q2 | – | Sell |
-2,918
| Closed | -$281K | – | 2058 |
|
|
2022
Q1 | $281K | Buy |
+2,918
| New | +$281K | 0.01% | 1104 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$412K | – | 1759 |
|
|
2021
Q3 | $412K | Buy |
+5,000
| New | +$412K | 0.03% | 542 |
|
|
2021
Q2 | – | Sell |
-3,250
| Closed | -$233K | – | 1417 |
|
|
2021
Q1 | $233K | Buy |
+3,250
| New | +$233K | 0.02% | 713 |
|