Key Financial Inc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Hold |
1,231
| – | – | 0.04% | 285 |
|
|
2025
Q1 | $189K | Hold |
1,231
| – | – | 0.04% | 275 |
|
|
2024
Q4 | $155K | Hold |
1,231
| – | – | 0.04% | 290 |
|
|
2024
Q3 | $158K | Buy |
1,231
+5
| +0.4% | +$640 | 0.03% | 275 |
|
|
2024
Q2 | $128K | Hold |
1,226
| – | – | 0.03% | 297 |
|
|
2024
Q1 | $115K | Hold |
1,226
| – | – | 0.03% | 297 |
|
|
2023
Q4 | $111K | Hold |
1,226
| – | – | 0.03% | 291 |
|
|
2023
Q3 | $100K | Hold |
1,226
| – | – | 0.03% | 288 |
|
|
2023
Q2 | $99.2K | Buy |
1,226
+59
| +5% | +$4.77K | 0.03% | 297 |
|
|
2023
Q1 | $83.7K | Hold |
1,167
| – | – | 0.03% | 319 |
|
|
2022
Q4 | $75.1K | Hold |
1,167
| – | – | 0.04% | 297 |
|
|
2022
Q3 | $75K | Hold |
1,167
| – | – | 0.04% | 301 |
|
|
2022
Q2 | $97K | Sell |
1,167
-64
| -5% | -$5.32K | 0.05% | 246 |
|
|
2022
Q1 | $118K | Hold |
1,231
| – | – | 0.06% | 226 |
|
|
2021
Q4 | $106K | Hold |
1,231
| – | – | 0.05% | 221 |
|
|
2021
Q3 | $102K | Hold |
1,231
| – | – | 0.06% | 223 |
|
|
2021
Q2 | $107K | Buy |
1,231
+1,167
| +1,823% | +$101K | 0.06% | 223 |
|
|
2021
Q1 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 607 |
|
|
2020
Q2 | – | Sell |
-64
| Closed | -$3K | – | 643 |
|
|
2020
Q1 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 581 |
|