Kistler-Tiffany Companies’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $90.3K | Buy |
1,117
+9
| +0.8% | +$693 | 0.01% | 415 |
|
|
2023
Q1 | $79.4K | Buy |
1,108
+9
| +0.8% | +$653 | 0.02% | 379 |
|
|
2022
Q4 | $72K | Buy |
1,099
+10
| +0.9% | +$643 | 0.01% | 382 |
|
|
2022
Q3 | $70K | Buy |
1,089
+9
| +0.8% | +$704 | 0.02% | 332 |
|
|
2022
Q2 | $89K | Buy |
1,080
+7
| +0.7% | +$623 | 0.02% | 305 |
|
|
2022
Q1 | $103K | Buy |
1,073
+295
| +38% | +$25.6K | 0.02% | 296 |
|
|
2021
Q4 | $67K | Buy |
778
+5
| +0.6% | +$417 | 0.01% | 344 |
|
|
2021
Q3 | $64K | Sell |
773
-54
| -7% | -$4.64K | 0.01% | 342 |
|
|
2021
Q2 | $69K | Buy |
827
+142
| +21% | +$10.9K | 0.02% | 320 |
|
|
2021
Q1 | $49K | Sell |
685
-141
| -17% | -$9.47K | 0.01% | 337 |
|
|
2020
Q4 | $53K | Buy |
826
+6
| +0.7% | +$364 | 0.02% | 295 |
|
|
2020
Q3 | $45K | Sell |
820
-494
| -38% | -$27.1K | 0.01% | 290 |
|
|
2020
Q2 | $68K | Buy |
1,314
+170
| +15% | +$8.36K | 0.02% | 233 |
|
|
2020
Q1 | $94K | Hold |
1,144
| – | – | 0.03% | 195 |
|
|
2019
Q4 | $94K | Buy |
1,144
+5
| +0.4% | +$428 | 0.03% | 199 |
|
|
2019
Q3 | $103K | Sell |
1,139
-79
| -6% | -$6.88K | 0.04% | 194 |
|
|
2019
Q2 | $99K | Sell |
1,218
-23
| -2% | -$1.81K | 0.04% | 194 |
|
|
2019
Q1 | $96K | Sell |
1,241
-353
| -22% | -$26.5K | 0.04% | 192 |
|
|
2018
Q4 | $111K | Sell |
1,594
-292
| -15% | -$19.9K | 0.05% | 162 |
|
|
2018
Q3 | $121K | Sell |
1,886
-344
| -15% | -$22.2K | 0.05% | 171 |
|
|
2018
Q2 | $140K | Buy |
2,230
+260
| +13% | +$14.5K | 0.06% | 158 |
|
|
2018
Q1 | $107K | Hold |
1,970
| – | – | 0.04% | 194 |
|
|
2017
Q4 | $126K | Sell |
1,970
-86
| -4% | -$5.77K | 0.05% | 183 |
|
|
2017
Q3 | $144K | Hold |
2,056
| – | – | 0.06% | 165 |
|
|
2017
Q2 | $154K | Hold |
2,056
| – | – | 0.07% | 144 |
|
|
2017
Q1 | $146K | Hold |
2,056
| – | – | 0.07% | 152 |
|
|
2016
Q4 | $138K | Sell |
2,056
-686
| -25% | -$45.4K | 0.07% | 153 |
|
|
2016
Q3 | $205K | Sell |
2,742
-119
| -4% | -$9.11K | 0.1% | 119 |
|
|
2016
Q2 | $218K | Buy |
2,861
+735
| +35% | +$52.2K | 0.11% | 112 |
|
|
2016
Q1 | $147K | Buy |
2,126
+598
| +39% | +$38.6K | 0.08% | 145 |
|
|
2015
Q4 | $104K | Buy |
1,528
+114
| +8% | +$7.44K | 0.06% | 190 |
|
|
2015
Q3 | $96K | Hold |
1,414
| – | – | 0.06% | 195 |
|
|
2015
Q2 | $93K | Buy |
+1,414
| New | +$101K | 0.06% | 194 |
|
|
2014
Q4 | – | Sell |
-403
| Closed | -$25K | – | 630 |
|
|
2014
Q3 | $25K | Buy |
+403
| New | +$26K | 0.02% | 340 |
|
|
2013
Q3 | – | Sell |
-96
| Closed | -$6K | – | 600 |
|
|
2013
Q2 | $6K | Buy |
+96
| New | +$6.82K | 0.01% | 476 |
|
Other funds holding WELL
Kistler-Tiffany Companies's WELL Position: Q2 2023 in Review
Kistler-Tiffany Companies increased its Welltower (WELL) stake by 0.81% in Q2 2023, buying an estimated $693 and bringing the position to 1,117 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #415.
Kistler-Tiffany Companies first reported a position in WELL in Q2 2013 and has held it in 35 quarters since. The position peaked at $218K in Q2 2016. 812 funds tracked by Wall St. Rank hold WELL as of Q2 2023.
- Kistler-Tiffany Companies held 1,117 shares of Welltower worth $90.3K as of Q2 2023.
- Kistler-Tiffany Companies bought 9 Welltower shares in Q2 2023, an estimated $693.
- Welltower made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #415 holding.
- Kistler-Tiffany Companies first reported a position in Welltower in Q2 2013 and has held it in 35 quarters since.
- Kistler-Tiffany Companies's Welltower position peaked at $218K in Q2 2016.
- 812 funds tracked by Wall St. Rank held Welltower as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.