Liberty Capital 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 | $2.53M | Sell |
16,434
-95
| -0.6% | -$14.6K | 0.51% | 56 |
|
|
2025
Q1 | $2.53M | Hold |
16,529
| – | – | 0.56% | 51 |
|
|
2024
Q4 | $2.08M | Buy |
16,529
+350
| +2% | +$44.1K | 0.46% | 58 |
|
|
2024
Q3 | $2.07M | Hold |
16,179
| – | – | 0.46% | 61 |
|
|
2024
Q2 | $1.69M | Sell |
16,179
-223
| -1% | -$23.2K | 0.4% | 67 |
|
|
2024
Q1 | $1.53M | Sell |
16,402
-1,023
| -6% | -$95.6K | 0.38% | 69 |
|
|
2023
Q4 | $1.57M | Hold |
17,425
| – | – | 0.41% | 64 |
|
|
2023
Q3 | $1.43M | Hold |
17,425
| – | – | 0.42% | 61 |
|
|
2023
Q2 | $1.41M | Sell |
17,425
-3,276
| -16% | -$265K | 0.42% | 61 |
|
|
2023
Q1 | $1.48M | Hold |
20,701
| – | – | 0.49% | 57 |
|
|
2022
Q4 | $1.36M | Buy |
20,701
+250
| +1% | +$16.4K | 0.47% | 58 |
|
|
2022
Q3 | $1.32M | Buy |
20,451
+3,431
| +20% | +$221K | 0.49% | 57 |
|
|
2022
Q2 | $1.4M | Sell |
17,020
-263
| -2% | -$21.7K | 0.5% | 57 |
|
|
2022
Q1 | $1.66M | Sell |
17,283
-604
| -3% | -$58.1K | 0.49% | 53 |
|
|
2021
Q4 | $1.53M | Sell |
17,887
-230
| -1% | -$19.7K | 0.41% | 58 |
|
|
2021
Q3 | $1.49M | Buy |
18,117
+628
| +4% | +$51.8K | 0.44% | 59 |
|
|
2021
Q2 | $1.45M | Buy |
17,489
+2,271
| +15% | +$189K | 0.44% | 63 |
|
|
2021
Q1 | $1.09M | Sell |
15,218
-433
| -3% | -$31K | 0.38% | 65 |
|
|
2020
Q4 | $1.01M | Buy |
+15,651
| New | +$1.01M | 0.37% | 69 |
|
|
2020
Q2 | $923K | Sell |
17,831
-916
| -5% | -$47.4K | 0.4% | 57 |
|
|
2020
Q1 | $858K | Buy |
18,747
+55
| +0.3% | +$2.52K | 0.45% | 55 |
|
|
2019
Q4 | $1.53M | Buy |
18,692
+101
| +0.5% | +$8.26K | 0.63% | 47 |
|
|
2019
Q3 | $1.69M | Buy |
18,591
+889
| +5% | +$80.6K | 0.74% | 45 |
|
|
2019
Q2 | $1.44M | Buy |
17,702
+347
| +2% | +$28.3K | 0.65% | 49 |
|
|
2019
Q1 | $1.35M | Hold |
17,355
| – | – | 0.68% | 49 |
|
|
2018
Q4 | $1.21M | Hold |
17,355
| – | – | 0.74% | 43 |
|
|
2018
Q3 | $1.12M | Buy |
17,355
+214
| +1% | +$13.8K | 0.58% | 50 |
|
|
2018
Q2 | $1.08M | Buy |
17,141
+216
| +1% | +$13.5K | 0.63% | 47 |
|
|
2018
Q1 | $921K | Sell |
16,925
-340
| -2% | -$18.5K | 0.56% | 52 |
|
|
2017
Q4 | $1.02M | Hold |
17,265
| – | – | 0.54% | 53 |
|
|
2017
Q3 | $1.18M | Buy |
17,265
+825
| +5% | +$56.2K | 0.65% | 48 |
|
|
2017
Q2 | $1.19M | Buy |
16,440
+330
| +2% | +$24K | 0.72% | 46 |
|
|
2017
Q1 | $1.14M | Buy |
16,110
+2,100
| +15% | +$149K | 0.69% | 53 |
|
|
2016
Q4 | $940K | Sell |
14,010
-3,050
| -18% | -$205K | 0.61% | 52 |
|
|
2016
Q3 | $1.23M | Hold |
17,060
| – | – | 0.8% | 49 |
|
|
2016
Q2 | $1.3M | Sell |
17,060
-680
| -4% | -$51.8K | 0.88% | 46 |
|
|
2016
Q1 | $1.23M | Sell |
17,740
-2,160
| -11% | -$150K | 0.92% | 43 |
|
|
2015
Q4 | $1.35M | Sell |
19,900
-325
| -2% | -$22.1K | 1.02% | 42 |
|
|
2015
Q3 | $1.37M | Sell |
20,225
-825
| -4% | -$55.9K | 1.08% | 40 |
|
|
2015
Q2 | $1.38M | Buy |
21,050
+575
| +3% | +$37.8K | 0.93% | 47 |
|
|
2015
Q1 | $1.58M | Hold |
20,475
| – | – | 1.06% | 39 |
|
|
2014
Q4 | $1.55M | Hold |
20,475
| – | – | 1.08% | 36 |
|
|
2014
Q3 | $1.28M | Hold |
20,475
| – | – | 0.93% | 50 |
|
|
2014
Q2 | $1.28M | Sell |
20,475
-1,580
| -7% | -$99K | 0.91% | 50 |
|
|
2014
Q1 | $1.31M | Sell |
22,055
-1,000
| -4% | -$59.6K | 0.97% | 43 |
|
|
2013
Q4 | $1.24M | Buy |
23,055
+50
| +0.2% | +$2.68K | 0.88% | 48 |
|
|
2013
Q3 | $1.44M | Buy |
23,005
+150
| +0.7% | +$9.36K | 1.14% | 33 |
|
|
2013
Q2 | $1.53M | Buy |
+22,855
| New | +$1.53M | 1.32% | 31 |
|