LBP AM’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
+24,971
| New | +$3.84M | 0.05% | 231 |
|
|
2024
Q3 | – | Sell |
-22,626
| Closed | -$2.36M | – | 416 |
|
|
2024
Q2 | $2.36M | Buy |
+22,626
| New | +$2.36M | 0.1% | 147 |
|
|
2023
Q2 | – | Sell |
-10,529
| Closed | -$755K | – | 494 |
|
|
2023
Q1 | $755K | Sell |
10,529
-272
| -3% | -$19.5K | 0.02% | 392 |
|
|
2022
Q4 | $708K | Buy |
+10,801
| New | +$708K | 0.02% | 387 |
|