Level Four Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
6,573
-17
| -0.3% | -$2.61K | 0.04% | 378 |
|
|
2025
Q1 | $1.01M | Buy |
6,590
+78
| +1% | +$12K | 0.04% | 339 |
|
|
2024
Q4 | $821K | Buy |
6,512
+52
| +0.8% | +$6.55K | 0.03% | 391 |
|
|
2024
Q3 | $871K | Sell |
6,460
-4
| -0.1% | -$540 | 0.04% | 397 |
|
|
2024
Q2 | $674K | Sell |
6,464
-1,917
| -23% | -$200K | 0.03% | 415 |
|
|
2024
Q1 | $756K | Hold |
8,381
| – | – | 0.04% | 360 |
|
|
2023
Q4 | $756K | Buy |
8,381
+737
| +10% | +$66.5K | 0.04% | 358 |
|
|
2023
Q3 | $626K | Sell |
7,644
-914
| -11% | -$74.9K | 0.04% | 383 |
|
|
2023
Q2 | $692K | Buy |
8,558
+475
| +6% | +$38.4K | 0.04% | 381 |
|
|
2023
Q1 | $580K | Buy |
8,083
+2,099
| +35% | +$150K | 0.04% | 384 |
|
|
2022
Q4 | $392K | Buy |
5,984
+583
| +11% | +$38.2K | 0.03% | 452 |
|
|
2022
Q3 | $347K | Sell |
5,401
-210
| -4% | -$13.5K | 0.03% | 391 |
|
|
2022
Q2 | $462K | Buy |
5,611
+190
| +4% | +$15.6K | 0.04% | 351 |
|
|
2022
Q1 | $521K | Sell |
5,421
-108
| -2% | -$10.4K | 0.04% | 381 |
|
|
2021
Q4 | $474K | Sell |
5,529
-360
| -6% | -$30.9K | 0.04% | 410 |
|
|
2021
Q3 | $485K | Buy |
5,889
+846
| +17% | +$69.7K | 0.05% | 299 |
|
|
2021
Q2 | $419K | Sell |
5,043
-70
| -1% | -$5.82K | 0.03% | 449 |
|
|
2021
Q1 | $366K | Buy |
5,113
+54
| +1% | +$3.87K | 0.03% | 461 |
|
|
2020
Q4 | $327K | Sell |
5,059
-59
| -1% | -$3.81K | 0.03% | 448 |
|
|
2020
Q3 | $282K | Sell |
5,118
-120
| -2% | -$6.61K | 0.02% | 451 |
|
|
2020
Q2 | $273K | Sell |
5,238
-2,034
| -28% | -$106K | 0.02% | 473 |
|
|
2020
Q1 | $335K | Sell |
7,272
-1,965
| -21% | -$90.5K | 0.04% | 366 |
|
|
2019
Q4 | $753K | Buy |
9,237
+129
| +1% | +$10.5K | 0.03% | 318 |
|
|
2019
Q3 | $826K | Sell |
9,108
-664
| -7% | -$60.2K | 0.09% | 235 |
|
|
2019
Q2 | $797K | Buy |
9,772
+715
| +8% | +$58.3K | 0.08% | 236 |
|
|
2019
Q1 | $703K | Buy |
9,057
+2,930
| +48% | +$227K | 0.08% | 247 |
|
|
2018
Q4 | $425K | Buy |
6,127
+226
| +4% | +$15.7K | 0.05% | 330 |
|
|
2018
Q3 | $380K | Sell |
5,901
-307
| -5% | -$19.8K | 0.04% | 404 |
|
|
2018
Q2 | $389K | Sell |
6,208
-4,164
| -40% | -$261K | 0.03% | 420 |
|
|
2018
Q1 | $565K | Sell |
10,372
-293
| -3% | -$16K | 0.04% | 343 |
|
|
2017
Q4 | $680K | Sell |
10,665
-3,519
| -25% | -$224K | 0.05% | 306 |
|
|
2017
Q3 | $997K | Sell |
14,184
-249
| -2% | -$17.5K | 0.09% | 214 |
|
|
2017
Q2 | $1.03M | Hold |
14,433
| – | – | 0.16% | 140 |
|
|
2017
Q1 | $1.03M | Sell |
14,433
-2,149
| -13% | -$153K | 0.1% | 196 |
|
|
2016
Q4 | $1.11M | Buy |
+16,582
| New | +$1.11M | 0.14% | 159 |
|