Merit Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Buy |
27,861
+2,575
| +10% | +$396K | 0.05% | 317 |
|
|
2025
Q1 | $3.87M | Buy |
25,286
+729
| +3% | +$112K | 0.06% | 269 |
|
|
2024
Q4 | $3.09M | Buy |
24,557
+4,491
| +22% | +$566K | 0.06% | 270 |
|
|
2024
Q3 | $2.57M | Sell |
20,066
-9,881
| -33% | -$1.27M | 0.06% | 244 |
|
|
2024
Q2 | $3.12M | Buy |
29,947
+124
| +0.4% | +$12.9K | 0.07% | 208 |
|
|
2024
Q1 | $2.86M | Buy |
29,823
+26,262
| +737% | +$2.52M | 0.07% | 218 |
|
|
2023
Q4 | $321K | Buy |
3,561
+49
| +1% | +$4.42K | 0.01% | 602 |
|
|
2023
Q3 | $288K | Buy |
3,512
+768
| +28% | +$62.9K | 0.01% | 593 |
|
|
2023
Q2 | $222K | Buy |
+2,744
| New | +$222K | 0.01% | 667 |
|