LRI Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
4,664
-30
| -0.6% | -$4.61K | 0.06% | 137 |
|
|
2025
Q1 | $719K | Sell |
4,694
-259
| -5% | -$39.7K | 0.07% | 132 |
|
|
2024
Q4 | $624K | Hold |
4,953
| – | – | 0.06% | 119 |
|
|
2024
Q3 | $666K | Hold |
4,953
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $516K | Hold |
4,953
| – | – | 0.06% | 107 |
|
|
2024
Q1 | $463K | Buy |
+4,953
| New | +$463K | 0.12% | 78 |
|