Lindbrook Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $416K | Buy |
2,717
+158
| +6% | +$24.2K | 0.04% | 254 |
|
|
2024
Q4 | $323K | Buy |
2,559
+32
| +1% | +$4.03K | 0.03% | 294 |
|
|
2024
Q3 | $324K | Buy |
2,527
+8
| +0.3% | +$1.02K | 0.03% | 294 |
|
|
2024
Q2 | $263K | Sell |
2,519
-757
| -23% | -$78.9K | 0.02% | 304 |
|
|
2024
Q1 | $306K | Buy |
3,276
+36
| +1% | +$3.36K | 0.03% | 283 |
|
|
2023
Q4 | $292K | Buy |
3,240
+420
| +15% | +$37.9K | 0.03% | 279 |
|
|
2023
Q3 | $231K | Buy |
2,820
+741
| +36% | +$60.7K | 0.03% | 288 |
|
|
2023
Q2 | $168K | Buy |
2,079
+31
| +2% | +$2.51K | 0.02% | 370 |
|
|
2023
Q1 | $147K | Buy |
2,048
+52
| +3% | +$3.73K | 0.02% | 381 |
|
|
2022
Q4 | $131K | Buy |
1,996
+46
| +2% | +$3.02K | 0.02% | 427 |
|
|
2022
Q3 | $125K | Buy |
1,950
+28
| +1% | +$1.8K | 0.02% | 386 |
|
|
2022
Q2 | $158K | Buy |
1,922
+36
| +2% | +$2.96K | 0.03% | 336 |
|
|
2022
Q1 | $181K | Buy |
1,886
+1,067
| +130% | +$102K | 0.03% | 310 |
|
|
2021
Q4 | $70K | Buy |
819
+256
| +45% | +$21.9K | 0.01% | 609 |
|
|
2021
Q3 | $46K | Buy |
563
+44
| +8% | +$3.6K | 0.01% | 461 |
|
|
2021
Q2 | $43K | Hold |
519
| – | – | 0.01% | 520 |
|
|
2021
Q1 | $37K | Buy |
519
+40
| +8% | +$2.85K | 0.01% | 544 |
|
|
2020
Q4 | $31K | Sell |
479
-118
| -20% | -$7.64K | 0.01% | 551 |
|
|
2020
Q3 | $33K | Buy |
597
+1
| +0.2% | +$55 | 0.01% | 460 |
|
|
2020
Q2 | $31K | Sell |
596
-743
| -55% | -$38.6K | 0.01% | 482 |
|
|
2020
Q1 | $61K | Sell |
1,339
-735
| -35% | -$33.5K | 0.02% | 277 |
|
|
2019
Q4 | $170K | Buy |
2,074
+60
| +3% | +$4.92K | 0.06% | 166 |
|
|
2019
Q3 | $183K | Sell |
2,014
-45
| -2% | -$4.09K | 0.07% | 144 |
|
|
2019
Q2 | $167K | Hold |
2,059
| – | – | 0.06% | 155 |
|
|
2019
Q1 | $159K | Hold |
2,059
| – | – | 0.06% | 159 |
|
|
2018
Q4 | $142K | Buy |
+2,059
| New | +$142K | 0.07% | 149 |
|