Loomis, Sayles & Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.38K | Sell |
61
-323
| -84% | -$49.7K | ﹤0.01% | 707 |
|
|
2025
Q1 | $59K | Sell |
384
-207
| -35% | -$31.8K | ﹤0.01% | 609 |
|
|
2024
Q4 | $74K | Buy |
591
+497
| +529% | +$62.2K | ﹤0.01% | 601 |
|
|
2024
Q3 | $12K | Buy |
94
+93
| +9,300% | +$11.9K | ﹤0.01% | 684 |
|
|
2024
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 757 |
|
|
2016
Q3 | – | Sell |
-73
| Closed | -$6K | – | 1077 |
|
|
2016
Q2 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 826 |
|
|
2015
Q4 | – | Sell |
-23,000
| Closed | -$1.56M | – | 1122 |
|
|
2015
Q3 | $1.56M | Buy |
+23,000
| New | +$1.56M | ﹤0.01% | 522 |
|