MAS
Madden Advisory Services’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
5,261
-366
| -7% | -$56.3K | 0.34% | 56 |
|
|
2025
Q1 | $862K | Sell |
5,627
-232
| -4% | -$35.5K | 0.4% | 53 |
|
|
2024
Q4 | $738K | Sell |
5,859
-411
| -7% | -$51.8K | 0.34% | 52 |
|
|
2024
Q3 | $803K | Sell |
6,270
-236
| -4% | -$30.2K | 0.37% | 54 |
|
|
2024
Q2 | $678K | Hold |
6,506
| – | – | 0.34% | 54 |
|
|
2024
Q1 | $608K | Sell |
6,506
-117
| -2% | -$10.9K | 0.32% | 57 |
|
|
2023
Q4 | $597K | Sell |
6,623
-446
| -6% | -$40.2K | 0.34% | 54 |
|
|
2023
Q3 | $579K | Sell |
7,069
-434
| -6% | -$35.6K | 0.37% | 54 |
|
|
2023
Q2 | $607K | Sell |
7,503
-260
| -3% | -$21K | 0.39% | 50 |
|
|
2023
Q1 | $557K | Hold |
7,763
| – | – | 0.39% | 50 |
|
|
2022
Q4 | $509K | Hold |
7,763
| – | – | 0.38% | 52 |
|
|
2022
Q3 | $499K | Hold |
7,763
| – | – | 0.4% | 48 |
|
|
2022
Q2 | $639K | Sell |
7,763
-85
| -1% | -$7K | 0.48% | 43 |
|
|
2022
Q1 | $755K | Sell |
7,848
-20
| -0.3% | -$1.92K | 0.51% | 39 |
|
|
2021
Q4 | $675K | Sell |
7,868
-23
| -0.3% | -$1.97K | 0.44% | 44 |
|
|
2021
Q3 | $650K | Sell |
7,891
-219
| -3% | -$18K | 0.46% | 41 |
|
|
2021
Q2 | $674K | Sell |
8,110
-190
| -2% | -$15.8K | 0.5% | 35 |
|
|
2021
Q1 | $595K | Sell |
8,300
-120
| -1% | -$8.6K | 0.47% | 36 |
|
|
2020
Q4 | $544K | Sell |
8,420
-15
| -0.2% | -$969 | 0.46% | 35 |
|
|
2020
Q3 | $464K | Sell |
8,435
-85
| -1% | -$4.68K | 0.44% | 39 |
|
|
2020
Q2 | $440K | Sell |
8,520
-8,030
| -49% | -$415K | 0.46% | 39 |
|
|
2020
Q1 | $757K | Sell |
16,550
-40
| -0.2% | -$1.83K | 0.52% | 43 |
|
|
2019
Q4 | $1.36M | Sell |
16,590
-229
| -1% | -$18.7K | 0.89% | 34 |
|
|
2019
Q3 | $1.52M | Sell |
16,819
-4,209
| -20% | -$381K | 1.09% | 30 |
|
|
2019
Q2 | $1.71M | Sell |
21,028
-3,265
| -13% | -$266K | 1.07% | 31 |
|
|
2019
Q1 | $1.89M | Sell |
24,293
-646
| -3% | -$50.1K | 1.01% | 33 |
|
|
2018
Q4 | $1.73M | Sell |
24,939
-201
| -0.8% | -$14K | 1.05% | 32 |
|
|
2018
Q3 | $1.62M | Sell |
25,140
-1,852
| -7% | -$119K | 0.98% | 34 |
|
|
2018
Q2 | $1.69M | Sell |
26,992
-5,398
| -17% | -$338K | 1.07% | 30 |
|
|
2018
Q1 | $1.76M | Sell |
32,390
-2,268
| -7% | -$123K | 1.07% | 29 |
|
|
2017
Q4 | $2.21M | Sell |
34,658
-3,568
| -9% | -$228K | 1.33% | 25 |
|
|
2017
Q3 | $2.69M | Sell |
38,226
-210
| -0.5% | -$14.8K | 1.7% | 22 |
|
|
2017
Q2 | $2.88M | Sell |
38,436
-1,079
| -3% | -$80.7K | 1.9% | 16 |
|
|
2017
Q1 | $2.8M | Sell |
39,515
-6,139
| -13% | -$435K | 1.81% | 17 |
|
|
2016
Q4 | $3.06M | Sell |
45,654
-1,738
| -4% | -$116K | 2.07% | 15 |
|
|
2016
Q3 | $3.54M | Sell |
47,392
-519
| -1% | -$38.8K | 2.18% | 16 |
|
|
2016
Q2 | $3.65M | Sell |
47,911
-1,485
| -3% | -$113K | 2.26% | 14 |
|
|
2016
Q1 | $3.43M | Sell |
49,396
-7,305
| -13% | -$507K | 2.23% | 16 |
|
|
2015
Q4 | $3.86M | Sell |
56,701
-10,807
| -16% | -$735K | 2.54% | 12 |
|
|
2015
Q3 | $4.57M | Sell |
67,508
-292
| -0.4% | -$19.8K | 3% | 7 |
|
|
2015
Q2 | $4.45M | Sell |
67,800
-1,464
| -2% | -$96.1K | 2.66% | 7 |
|
|
2015
Q1 | $5.36M | Buy |
69,264
+6,054
| +10% | +$468K | 3.24% | 5 |
|
|
2014
Q4 | $4.78M | Sell |
63,210
-2,015
| -3% | -$152K | 2.72% | 6 |
|
|
2014
Q3 | $4.07M | Sell |
65,225
-903
| -1% | -$56.3K | 2.11% | 12 |
|
|
2014
Q2 | $4.14M | Sell |
66,128
-1,470
| -2% | -$92.1K | 2.11% | 12 |
|
|
2014
Q1 | $4.03M | Sell |
67,598
-10,084
| -13% | -$601K | 2.21% | 13 |
|
|
2013
Q4 | $4.16M | Sell |
77,682
-10,435
| -12% | -$559K | 3.13% | 7 |
|
|
2013
Q3 | $5.5M | Buy |
88,117
+15,217
| +21% | +$949K | 4.79% | 3 |
|
|
2013
Q2 | $4.89M | Buy |
+72,900
| New | +$4.89M | 4.01% | 5 |
|