Lake Street Private Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
3,459
+121
| +4% | +$18.6K | 0.08% | 149 |
|
|
2025
Q1 | $511K | Sell |
3,338
-80
| -2% | -$12.3K | 0.08% | 152 |
|
|
2024
Q4 | $431K | Hold |
3,418
| – | – | 0.07% | 161 |
|
|
2024
Q3 | $438K | Sell |
3,418
-147
| -4% | -$18.8K | 0.07% | 173 |
|
|
2024
Q2 | $372K | Sell |
3,565
-41
| -1% | -$4.27K | 0.05% | 247 |
|
|
2024
Q1 | $337K | Sell |
3,606
-27
| -0.7% | -$2.52K | 0.05% | 250 |
|
|
2023
Q4 | $328K | Buy |
+3,633
| New | +$328K | 0.05% | 246 |
|