Marcum Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Sell |
2,418
-37
| -2% | -$5.67K | 0.03% | 243 |
|
|
2024
Q4 | $309K | Sell |
2,455
-75
| -3% | -$9.45K | 0.03% | 278 |
|
|
2024
Q3 | $324K | Buy |
2,530
+75
| +3% | +$9.6K | 0.03% | 268 |
|
|
2024
Q2 | $256K | Sell |
2,455
-756
| -24% | -$78.8K | 0.03% | 306 |
|
|
2024
Q1 | $300K | Buy |
3,211
+387
| +14% | +$36.2K | 0.03% | 269 |
|
|
2023
Q4 | $255K | Sell |
2,824
-856
| -23% | -$77.2K | 0.03% | 290 |
|
|
2023
Q3 | $301K | Buy |
3,680
+949
| +35% | +$77.7K | 0.04% | 241 |
|
|
2023
Q2 | $221K | Buy |
+2,731
| New | +$221K | 0.03% | 312 |
|
|
2022
Q3 | – | Sell |
-3,045
| Closed | -$251K | – | 398 |
|
|
2022
Q2 | $251K | Buy |
3,045
+80
| +3% | +$6.59K | 0.04% | 264 |
|
|
2022
Q1 | $285K | Sell |
2,965
-2,011
| -40% | -$193K | 0.04% | 252 |
|
|
2021
Q4 | $427K | Sell |
4,976
-10
| -0.2% | -$858 | 0.06% | 193 |
|
|
2021
Q3 | $411K | Sell |
4,986
-110
| -2% | -$9.07K | 0.06% | 185 |
|
|
2021
Q2 | $423K | Sell |
5,096
-842
| -14% | -$69.9K | 0.07% | 170 |
|
|
2021
Q1 | $425K | Buy |
5,938
+2,483
| +72% | +$178K | 0.07% | 168 |
|
|
2020
Q4 | $223K | Sell |
3,455
-219
| -6% | -$14.1K | 0.05% | 130 |
|
|
2020
Q3 | $202K | Buy |
+3,674
| New | +$202K | 0.06% | 110 |
|
|
2020
Q1 | – | Sell |
-3,473
| Closed | -$284K | – | 109 |
|
|
2019
Q4 | $284K | Buy |
+3,473
| New | +$284K | 0.11% | 80 |
|