Mosaic Family Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
3,100
+600
| +24% | +$92.2K | 0.06% | 136 |
|
|
2025
Q1 | $383K | Hold |
2,500
| – | – | 0.05% | 147 |
|
|
2024
Q4 | $315K | Hold |
2,500
| – | – | 0.05% | 162 |
|
|
2024
Q3 | $320K | Sell |
2,500
-30
| -1% | -$3.84K | 0.05% | 159 |
|
|
2024
Q2 | $264K | Buy |
2,530
+30
| +1% | +$3.13K | 0.04% | 166 |
|
|
2024
Q1 | $234K | Hold |
2,500
| – | – | 0.04% | 186 |
|
|
2023
Q4 | $225K | Sell |
2,500
-1,000
| -29% | -$90.2K | 0.04% | 177 |
|
|
2023
Q3 | $287K | Hold |
3,500
| – | – | 0.06% | 145 |
|
|
2023
Q2 | $283K | Hold |
3,500
| – | – | 0.06% | 151 |
|
|
2023
Q1 | $251K | Hold |
3,500
| – | – | 0.05% | 156 |
|
|
2022
Q4 | $229K | Buy |
+3,500
| New | +$229K | 0.06% | 162 |
|