Mizuho Securities USA’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6M | Sell |
42,931
-5,851
| -12% | -$899K | 0.14% | 147 |
|
|
2025
Q1 | $7.47M | Sell |
48,782
-7,284
| -13% | -$1.12M | 0.16% | 125 |
|
|
2024
Q4 | $7.07M | Buy |
56,066
+18,541
| +49% | +$2.34M | 0.13% | 149 |
|
|
2024
Q3 | $4.8M | Sell |
37,525
-8,580
| -19% | -$1.1M | 0.1% | 180 |
|
|
2024
Q2 | $4.81M | Buy |
+46,105
| New | +$4.81M | 0.11% | 182 |
|