Larson Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
1,642
+157
| +11% | +$24.1K | 0.01% | 611 |
|
|
2025
Q1 | $228K | Buy |
1,485
+849
| +133% | +$130K | 0.01% | 600 |
|
|
2024
Q4 | $80.2K | Hold |
636
| – | – | ﹤0.01% | 765 |
|
|
2024
Q3 | $81.4K | Buy |
+636
| New | +$81.4K | ﹤0.01% | 772 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$37.4K | – | 2493 |
|
|
2024
Q1 | $37.4K | Sell |
400
-700
| -64% | -$65.4K | ﹤0.01% | 761 |
|
|
2023
Q4 | $99.2K | Sell |
1,100
-3
| -0.3% | -$271 | 0.01% | 484 |
|
|
2023
Q3 | $90.4K | Buy |
+1,103
| New | +$90.4K | 0.01% | 471 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$19.7K | – | 1602 |
|
|
2022
Q4 | $19.7K | Hold |
300
| – | – | ﹤0.01% | 694 |
|
|
2022
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 506 |
|
|
2022
Q1 | $29K | Hold |
300
| – | – | ﹤0.01% | 467 |
|
|
2021
Q4 | $26K | Hold |
300
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $25K | Hold |
300
| – | – | 0.01% | 425 |
|
|
2021
Q2 | $25K | Hold |
300
| – | – | 0.01% | 397 |
|
|
2021
Q1 | $21K | Buy |
+300
| New | +$21K | 0.01% | 410 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$9K | – | 673 |
|
|
2019
Q3 | $9K | Buy |
+100
| New | +$9K | 0.01% | 320 |
|