MGO One Seven’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
7,732
+222
| +3% | +$34.1K | 0.04% | 465 |
|
|
2025
Q1 | $1.15M | Buy |
7,510
+177
| +2% | +$27.1K | 0.04% | 401 |
|
|
2024
Q4 | $924K | Buy |
7,333
+100
| +1% | +$12.6K | 0.04% | 450 |
|
|
2024
Q3 | $926K | Sell |
7,233
-27
| -0.4% | -$3.46K | 0.04% | 421 |
|
|
2024
Q2 | $757K | Sell |
7,260
-251
| -3% | -$26.2K | 0.04% | 441 |
|
|
2024
Q1 | $702K | Sell |
7,511
-163
| -2% | -$15.2K | 0.04% | 435 |
|
|
2023
Q4 | $692K | Buy |
7,674
+3,180
| +71% | +$287K | 0.04% | 418 |
|
|
2023
Q3 | $368K | Buy |
4,494
+453
| +11% | +$37.1K | 0.03% | 539 |
|
|
2023
Q2 | $327K | Sell |
4,041
-1,070
| -21% | -$86.6K | 0.03% | 565 |
|
|
2023
Q1 | $366K | Buy |
5,111
+729
| +17% | +$52.3K | 0.02% | 590 |
|
|
2022
Q4 | $287K | Buy |
4,382
+443
| +11% | +$29K | 0.03% | 563 |
|
|
2022
Q3 | $253 | Sell |
3,939
-182
| -4% | -$12 | 0.01% | 590 |
|
|
2022
Q2 | $339K | Buy |
4,121
+89
| +2% | +$7.32K | 0.05% | 426 |
|
|
2022
Q1 | $388K | Sell |
4,032
-10,813
| -73% | -$1.04M | 0.04% | 436 |
|
|
2021
Q4 | $1.27M | Buy |
14,845
+1,048
| +8% | +$89.9K | 0.13% | 182 |
|
|
2021
Q3 | $1.11M | Sell |
13,797
-2,532
| -16% | -$204K | 0.14% | 184 |
|
|
2021
Q2 | $1.36M | Hold |
16,329
| – | – | 0.19% | 141 |
|
|
2021
Q1 | $1.17M | Buy |
16,329
+58
| +0.4% | +$4.15K | 0.2% | 125 |
|
|
2020
Q4 | $1.05M | Sell |
16,271
-2,912
| -15% | -$188K | 0.22% | 119 |
|
|
2020
Q3 | $1.06M | Sell |
19,183
-1,118
| -6% | -$61.6K | 0.25% | 96 |
|
|
2020
Q2 | $1.05M | Sell |
20,301
-674
| -3% | -$34.9K | 0.27% | 96 |
|
|
2020
Q1 | $960K | Sell |
20,975
-1,133
| -5% | -$51.9K | 0.33% | 81 |
|
|
2019
Q4 | $1.81M | Sell |
22,108
-1,526
| -6% | -$125K | 0.47% | 52 |
|
|
2019
Q3 | $2.14M | Buy |
23,634
+15
| +0.1% | +$1.36K | 0.62% | 36 |
|
|
2019
Q2 | $1.93M | Buy |
23,619
+575
| +2% | +$46.9K | 0.62% | 34 |
|
|
2019
Q1 | $1.79M | Buy |
23,044
+10,439
| +83% | +$810K | 0.58% | 37 |
|
|
2018
Q4 | $874K | Sell |
12,605
-624
| -5% | -$43.3K | 0.37% | 57 |
|
|
2018
Q3 | $850K | Buy |
+13,229
| New | +$850K | 0.4% | 63 |
|
|
2018
Q1 | $652K | Buy |
11,971
+70
| +0.6% | +$3.81K | 0.3% | 87 |
|
|
2017
Q4 | $759K | Buy |
+11,901
| New | +$759K | 0.35% | 74 |
|