KP
Keel Point’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
3,149
+208
| +7% | +$32K | 0.03% | 300 |
|
|
2025
Q1 | $451K | Buy |
2,941
+492
| +20% | +$75.4K | 0.04% | 272 |
|
|
2024
Q4 | $309K | Buy |
2,449
+35
| +1% | +$4.41K | 0.02% | 325 |
|
|
2024
Q3 | $309K | Sell |
2,414
-88
| -4% | -$11.3K | 0.03% | 322 |
|
|
2024
Q2 | $293K | Sell |
2,502
-384
| -13% | -$45K | 0.03% | 322 |
|
|
2024
Q1 | $270K | Sell |
2,886
-67
| -2% | -$6.26K | 0.03% | 305 |
|
|
2023
Q4 | $266K | Buy |
2,953
+173
| +6% | +$15.6K | 0.03% | 278 |
|
|
2023
Q3 | $228K | Buy |
2,780
+73
| +3% | +$5.98K | 0.03% | 278 |
|
|
2023
Q2 | $219K | Buy |
+2,707
| New | +$219K | 0.03% | 297 |
|
|
2022
Q2 | – | Sell |
-2,088
| Closed | -$201K | – | 287 |
|
|
2022
Q1 | $201K | Buy |
+2,088
| New | +$201K | 0.03% | 252 |
|
|
2020
Q1 | – | Sell |
-2,769
| Closed | -$226K | – | 204 |
|
|
2019
Q4 | $226K | Buy |
2,769
+512
| +23% | +$41.8K | 0.02% | 178 |
|
|
2019
Q3 | $205K | Sell |
2,257
-470
| -17% | -$42.7K | 0.03% | 178 |
|
|
2019
Q2 | $222K | Sell |
2,727
-1,559
| -36% | -$127K | 0.03% | 180 |
|
|
2019
Q1 | $333K | Buy |
+4,286
| New | +$333K | 0.04% | 147 |
|