Meeder Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
13,816
+284
| +2% | +$43.7K | 0.11% | 143 |
|
|
2025
Q1 | $2.07M | Buy |
13,532
+1,519
| +13% | +$233K | 0.12% | 135 |
|
|
2024
Q4 | $1.51M | Sell |
12,013
-348
| -3% | -$43.9K | 0.09% | 166 |
|
|
2024
Q3 | $1.58M | Sell |
12,361
-143
| -1% | -$18.3K | 0.1% | 161 |
|
|
2024
Q2 | $1.3M | Buy |
12,504
+3,836
| +44% | +$400K | 0.09% | 179 |
|
|
2024
Q1 | $810K | Buy |
8,668
+707
| +9% | +$66.1K | 0.08% | 206 |
|
|
2023
Q4 | $718K | Buy |
7,961
+829
| +12% | +$74.8K | 0.08% | 204 |
|
|
2023
Q3 | $584K | Sell |
7,132
-336
| -4% | -$27.5K | 0.07% | 226 |
|
|
2023
Q2 | $604K | Buy |
7,468
+830
| +13% | +$67.1K | 0.07% | 252 |
|
|
2023
Q1 | $476K | Buy |
6,638
+1,324
| +25% | +$94.9K | 0.05% | 278 |
|
|
2022
Q4 | $348K | Buy |
+5,314
| New | +$348K | 0.04% | 322 |
|