Meeder Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.9K | Buy |
507
+300
| +145% | +$46.1K | ﹤0.01% | 323 |
|
|
2025
Q1 | $31.7K | Sell |
207
-97
| -32% | -$14.9K | ﹤0.01% | 458 |
|
|
2024
Q4 | $38.3K | Sell |
304
-8
| -3% | -$1.01K | ﹤0.01% | 411 |
|
|
2024
Q3 | $39.9K | Buy |
312
+29
| +10% | +$3.71K | ﹤0.01% | 398 |
|
|
2024
Q2 | $29.5K | Buy |
+283
| New | +$29.5K | ﹤0.01% | 437 |
|
|
2022
Q4 | – | Sell |
-6,309
| Closed | -$406K | – | 2025 |
|
|
2022
Q3 | $406K | Sell |
6,309
-433
| -6% | -$27.9K | 0.02% | 424 |
|
|
2022
Q2 | $555K | Buy |
6,742
+2,028
| +43% | +$167K | 0.03% | 377 |
|
|
2022
Q1 | $453K | Buy |
+4,714
| New | +$453K | 0.02% | 429 |
|
|
2021
Q4 | – | Sell |
-2,225
| Closed | -$183K | – | 2348 |
|
|
2021
Q3 | $183K | Buy |
2,225
+121
| +6% | +$9.95K | 0.01% | 745 |
|
|
2021
Q2 | $175K | Sell |
2,104
-1,007
| -32% | -$83.8K | 0.01% | 765 |
|
|
2021
Q1 | $222K | Buy |
3,111
+1,614
| +108% | +$115K | 0.01% | 700 |
|
|
2020
Q4 | $97K | Sell |
1,497
-2,955
| -66% | -$191K | 0.02% | 426 |
|
|
2020
Q3 | $245K | Buy |
4,452
+3,654
| +458% | +$201K | 0.02% | 558 |
|
|
2020
Q2 | $41K | Buy |
798
+364
| +84% | +$18.7K | ﹤0.01% | 965 |
|
|
2020
Q1 | $20K | Buy |
+434
| New | +$20K | ﹤0.01% | 1256 |
|
|
2019
Q4 | – | Sell |
-347
| Closed | -$31K | – | 2431 |
|
|
2019
Q3 | $31K | Buy |
347
+69
| +25% | +$6.16K | ﹤0.01% | 1177 |
|
|
2019
Q2 | $23K | Buy |
+278
| New | +$23K | ﹤0.01% | 1189 |
|
|
2016
Q3 | – | Sell |
-9,513
| Closed | -$725K | – | 958 |
|
|
2016
Q2 | $725K | Buy |
9,513
+9,496
| +55,859% | +$724K | 0.07% | 299 |
|
|
2016
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 825 |
|