Monument Capital 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 | $502K | Sell |
3,266
-181
| -5% | -$27.8K | 0.13% | 126 |
|
|
2025
Q1 | $528K | Sell |
3,447
-474
| -12% | -$72.6K | 0.16% | 113 |
|
|
2024
Q4 | $494K | Sell |
3,921
-124
| -3% | -$15.6K | 0.14% | 112 |
|
|
2024
Q3 | $518K | Sell |
4,045
-366
| -8% | -$46.9K | 0.14% | 113 |
|
|
2024
Q2 | $460K | Sell |
4,411
-260
| -6% | -$27.1K | 0.14% | 112 |
|
|
2024
Q1 | $436K | Sell |
4,671
-201
| -4% | -$18.8K | 0.13% | 126 |
|
|
2023
Q4 | $439K | Sell |
4,872
-264
| -5% | -$23.8K | 0.14% | 125 |
|
|
2023
Q3 | $421K | Buy |
+5,136
| New | +$421K | 0.14% | 113 |
|