Leavell Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,600
-100
| -6% | -$15.4K | 0.01% | 523 |
|
|
2025
Q1 | $260K | Hold |
1,700
| – | – | 0.01% | 483 |
|
|
2024
Q4 | $214K | Hold |
1,700
| – | – | 0.01% | 514 |
|
|
2024
Q3 | $218K | Buy |
+1,700
| New | +$218K | 0.01% | 509 |
|
|
2019
Q4 | – | Sell |
-2,313
| Closed | -$210K | – | 392 |
|
|
2019
Q3 | $210K | Sell |
2,313
-370
| -14% | -$33.6K | 0.02% | 368 |
|
|
2019
Q2 | $219K | Buy |
2,683
+86
| +3% | +$7.02K | 0.02% | 361 |
|
|
2019
Q1 | $202K | Buy |
+2,597
| New | +$202K | 0.02% | 367 |
|
|
2018
Q2 | – | Sell |
-3,752
| Closed | -$204K | – | 379 |
|
|
2018
Q1 | $204K | Sell |
3,752
-450
| -11% | -$24.5K | 0.02% | 364 |
|
|
2017
Q4 | $268K | Sell |
4,202
-200
| -5% | -$12.8K | 0.03% | 332 |
|
|
2017
Q3 | $309K | Sell |
4,402
-30
| -0.7% | -$2.11K | 0.04% | 305 |
|
|
2017
Q2 | $332K | Sell |
4,432
-133
| -3% | -$9.96K | 0.04% | 302 |
|
|
2017
Q1 | $323K | Buy |
4,565
+133
| +3% | +$9.41K | 0.04% | 295 |
|
|
2016
Q4 | $297K | Hold |
4,432
| – | – | 0.04% | 304 |
|
|
2016
Q3 | $331K | Hold |
4,432
| – | – | 0.05% | 289 |
|
|
2016
Q2 | $338K | Sell |
4,432
-70
| -2% | -$5.34K | 0.05% | 291 |
|
|
2016
Q1 | $312K | Sell |
4,502
-30
| -0.7% | -$2.08K | 0.05% | 298 |
|
|
2015
Q4 | $308K | Buy |
4,532
+390
| +9% | +$26.5K | 0.05% | 295 |
|
|
2015
Q3 | $280K | Buy |
4,142
+250
| +6% | +$16.9K | 0.04% | 319 |
|
|
2015
Q2 | $255K | Buy |
3,892
+100
| +3% | +$6.55K | 0.04% | 353 |
|
|
2015
Q1 | $293K | Buy |
3,792
+200
| +6% | +$15.5K | 0.04% | 330 |
|
|
2014
Q4 | $272K | Hold |
3,592
| – | – | 0.04% | 336 |
|
|
2014
Q3 | $224K | Hold |
3,592
| – | – | 0.04% | 361 |
|
|
2014
Q2 | $225K | Buy |
3,592
+200
| +6% | +$12.5K | 0.04% | 373 |
|
|
2014
Q1 | $202K | Buy |
+3,392
| New | +$202K | 0.03% | 380 |
|