M&G plc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
5,181
+2,677
| +107% | +$412K | ﹤0.01% | 343 |
|
|
2025
Q1 | $383K | Buy |
2,504
+849
| +51% | +$130K | ﹤0.01% | 390 |
|
|
2024
Q4 | $209K | Sell |
1,655
-1,526
| -48% | -$192K | ﹤0.01% | 410 |
|
|
2024
Q3 | $407K | Hold |
3,181
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $331K | Buy |
+3,181
| New | +$331K | ﹤0.01% | 383 |
|