Lido Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Sell |
42,419
-50,336
| -54% | -$7.74M | 0.03% | 299 |
|
|
2025
Q1 | $14.2M | Buy |
92,755
+22,636
| +32% | +$3.47M | 0.06% | 177 |
|
|
2024
Q4 | $8.84M | Buy |
70,119
+59,136
| +538% | +$7.45M | 0.04% | 222 |
|
|
2024
Q3 | $1.41M | Buy |
10,983
+698
| +7% | +$89.4K | 0.01% | 536 |
|
|
2024
Q2 | $1.07M | Buy |
10,285
+953
| +10% | +$99.4K | 0.01% | 588 |
|
|
2024
Q1 | $872K | Buy |
9,332
+23
| +0.2% | +$2.15K | 0.01% | 652 |
|
|
2023
Q4 | $839K | Sell |
9,309
-1,294
| -12% | -$117K | 0.01% | 619 |
|
|
2023
Q3 | $869K | Buy |
10,603
+484
| +5% | +$39.6K | 0.01% | 526 |
|
|
2023
Q2 | $819K | Buy |
10,119
+134
| +1% | +$10.8K | 0.01% | 534 |
|
|
2023
Q1 | $716K | Buy |
9,985
+2,264
| +29% | +$162K | 0.01% | 510 |
|
|
2022
Q4 | $506K | Buy |
7,721
+618
| +9% | +$40.5K | 0.01% | 520 |
|
|
2022
Q3 | $456K | Sell |
7,103
-476
| -6% | -$30.6K | 0.01% | 510 |
|
|
2022
Q2 | $624K | Buy |
7,579
+424
| +6% | +$34.9K | 0.01% | 418 |
|
|
2022
Q1 | $687K | Buy |
7,155
+137
| +2% | +$13.2K | 0.01% | 438 |
|
|
2021
Q4 | $601K | Sell |
7,018
-677
| -9% | -$58K | 0.01% | 492 |
|
|
2021
Q3 | $634K | Buy |
7,695
+1,180
| +18% | +$97.2K | 0.01% | 446 |
|
|
2021
Q2 | $541K | Buy |
6,515
+235
| +4% | +$19.5K | 0.01% | 446 |
|
|
2021
Q1 | $450K | Buy |
6,280
+175
| +3% | +$12.5K | 0.01% | 468 |
|
|
2020
Q4 | $394K | Sell |
6,105
-618
| -9% | -$39.9K | 0.01% | 477 |
|
|
2020
Q3 | $370K | Buy |
6,723
+143
| +2% | +$7.87K | 0.01% | 389 |
|
|
2020
Q2 | $341K | Sell |
6,580
-11,085
| -63% | -$574K | 0.01% | 368 |
|
|
2020
Q1 | $809K | Buy |
17,665
+1,049
| +6% | +$48K | 0.03% | 232 |
|
|
2019
Q4 | $1.36M | Buy |
16,616
+1,168
| +8% | +$95.5K | 0.05% | 191 |
|
|
2019
Q3 | $1.4M | Buy |
15,448
+642
| +4% | +$58.2K | 0.07% | 142 |
|
|
2019
Q2 | $1.21M | Sell |
14,806
-19
| -0.1% | -$1.55K | 0.07% | 138 |
|
|
2019
Q1 | $1.15M | Buy |
14,825
+4,405
| +42% | +$342K | 0.07% | 147 |
|
|
2018
Q4 | $723K | Sell |
10,420
-4,439
| -30% | -$308K | 0.07% | 157 |
|
|
2018
Q3 | $955K | Buy |
14,859
+5,857
| +65% | +$376K | 0.09% | 122 |
|
|
2018
Q2 | $564K | Buy |
9,002
+612
| +7% | +$38.3K | 0.06% | 167 |
|
|
2018
Q1 | $456K | Buy |
+8,390
| New | +$456K | 0.06% | 193 |
|