Moran Wealth 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 | $518K | Buy |
3,367
+913
| +37% | +$140K | 0.02% | 408 |
|
|
2025
Q1 | $376K | Buy |
+2,454
| New | +$376K | 0.01% | 393 |
|
|
2024
Q4 | – | Sell |
-21,636
| Closed | -$2.77M | – | 461 |
|
|
2024
Q3 | $2.77M | Sell |
21,636
-126
| -0.6% | -$16.1K | 0.09% | 236 |
|
|
2024
Q2 | $2.27M | Sell |
21,762
-836
| -4% | -$87.2K | 0.07% | 245 |
|
|
2024
Q1 | $2.11M | Buy |
22,598
+3,421
| +18% | +$320K | 0.07% | 255 |
|
|
2023
Q4 | $1.73M | Buy |
+19,177
| New | +$1.73M | 0.06% | 258 |
|
|
2023
Q3 | – | Sell |
-47,363
| Closed | -$3.83M | – | 433 |
|
|
2023
Q2 | $3.83M | Buy |
47,363
+1,305
| +3% | +$106K | 0.14% | 179 |
|
|
2023
Q1 | $3.3M | Buy |
+46,058
| New | +$3.3M | 0.12% | 184 |
|