Kestra 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 | $1.89M | Sell |
12,296
-4,020
| -25% | -$618K | 0.01% | 1102 |
|
|
2025
Q1 | $2.5M | Sell |
16,316
-1,305
| -7% | -$200K | 0.01% | 888 |
|
|
2024
Q4 | $2.22M | Buy |
17,621
+1,674
| +10% | +$211K | 0.01% | 946 |
|
|
2024
Q3 | $2.04M | Sell |
15,947
-11,479
| -42% | -$1.47M | 0.01% | 940 |
|
|
2024
Q2 | $2.86M | Buy |
27,426
+10,601
| +63% | +$1.11M | 0.02% | 792 |
|
|
2024
Q1 | $1.57M | Buy |
16,825
+12,597
| +298% | +$1.18M | 0.01% | 992 |
|
|
2023
Q4 | $985K | Buy |
+4,228
| New | +$985K | 0.01% | 1127 |
|
|
2021
Q4 | – | Sell |
-22,536
| Closed | -$1.86M | – | 2201 |
|
|
2021
Q3 | $1.86M | Buy |
+22,536
| New | +$1.86M | 0.02% | 744 |
|