MeadowBrook Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.2K | Hold |
574
| – | – | 0.08% | 158 |
|
|
2025
Q1 | $87.9K | Hold |
574
| – | – | 0.08% | 154 |
|
|
2024
Q4 | $72.3K | Hold |
574
| – | – | 0.06% | 165 |
|
|
2024
Q3 | $73.5K | Hold |
574
| – | – | 0.07% | 155 |
|
|
2024
Q2 | $59.8K | Hold |
574
| – | – | 0.06% | 158 |
|
|
2024
Q1 | $53.6K | Hold |
574
| – | – | 0.05% | 166 |
|
|
2023
Q4 | $51.8K | Buy |
+574
| New | +$51.8K | 0.05% | 165 |
|