Keystone Financial Group (Kentucky)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
2,910
-4
| -0.1% | -$615 | 0.04% | 242 |
|
|
2025
Q1 | $446K | Buy |
2,914
+4
| +0.1% | +$613 | 0.05% | 226 |
|
|
2024
Q4 | $367K | Hold |
2,910
| – | – | 0.04% | 260 |
|
|
2024
Q3 | $373K | Hold |
2,910
| – | – | 0.05% | 242 |
|
|
2024
Q2 | $303K | Sell |
2,910
-36
| -1% | -$3.75K | 0.11% | 123 |
|
|
2024
Q1 | $275K | Buy |
2,946
+265
| +10% | +$24.8K | 0.04% | 267 |
|
|
2023
Q4 | $242K | Hold |
2,681
| – | – | 0.04% | 245 |
|
|
2023
Q3 | $220K | Hold |
2,681
| – | – | 0.04% | 265 |
|
|
2023
Q2 | $217K | Buy |
+2,681
| New | +$217K | 0.04% | 274 |
|
|
2022
Q3 | – | Sell |
-2,966
| Closed | -$244K | – | 303 |
|
|
2022
Q2 | $244K | Hold |
2,966
| – | – | 0.05% | 245 |
|
|
2022
Q1 | $285K | Hold |
2,966
| – | – | 0.05% | 234 |
|
|
2021
Q4 | $254K | Hold |
2,966
| – | – | 0.04% | 263 |
|
|
2021
Q3 | $244K | Buy |
2,966
+158
| +6% | +$13K | 0.04% | 261 |
|
|
2021
Q2 | $233K | Sell |
2,808
-230
| -8% | -$19.1K | 0.04% | 265 |
|
|
2021
Q1 | $218K | Sell |
3,038
-365
| -11% | -$26.2K | 0.04% | 262 |
|
|
2020
Q4 | $220K | Buy |
+3,403
| New | +$220K | 0.05% | 246 |
|
|
2020
Q1 | – | Sell |
-3,451
| Closed | -$282K | – | 249 |
|
|
2019
Q4 | $282K | Hold |
3,451
| – | – | 0.08% | 189 |
|
|
2019
Q3 | $313K | Buy |
3,451
+135
| +4% | +$12.2K | 0.1% | 170 |
|
|
2019
Q2 | $270K | Buy |
3,316
+65
| +2% | +$5.29K | 0.09% | 178 |
|
|
2019
Q1 | $252K | Buy |
+3,251
| New | +$252K | 0.09% | 179 |
|