MOTCO’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
1,639
-357
| -18% | -$58.9K | 0.03% | 172 |
|
|
2025
Q1 | $306K | Buy |
1,996
+35
| +2% | +$5.36K | 0.03% | 158 |
|
|
2024
Q4 | $247K | Hold |
1,961
| – | – | 0.03% | 174 |
|
|
2024
Q3 | $251K | Sell |
1,961
-272
| -12% | -$34.8K | 0.03% | 189 |
|
|
2024
Q2 | $233K | Buy |
2,233
+320
| +17% | +$33.4K | 0.01% | 257 |
|
|
2024
Q1 | $179K | Sell |
1,913
-40
| -2% | -$3.74K | 0.01% | 283 |
|
|
2023
Q4 | $176K | Hold |
1,953
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $160K | Sell |
1,953
-2
| -0.1% | -$164 | 0.01% | 253 |
|
|
2023
Q2 | $158K | Buy |
1,955
+3
| +0.2% | +$243 | 0.01% | 251 |
|
|
2023
Q1 | $140K | Buy |
1,952
+83
| +4% | +$5.95K | 0.01% | 250 |
|
|
2022
Q4 | $123K | Buy |
1,869
+296
| +19% | +$19.4K | 0.01% | 262 |
|
|
2022
Q3 | $101K | Hold |
1,573
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $130K | Sell |
1,573
-95
| -6% | -$7.85K | 0.01% | 266 |
|
|
2022
Q1 | $160K | Sell |
1,668
-139
| -8% | -$13.3K | 0.01% | 257 |
|
|
2021
Q4 | $155K | Sell |
1,807
-1
| -0.1% | -$86 | 0.01% | 255 |
|
|
2021
Q3 | $149K | Hold |
1,808
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $150K | Buy |
1,808
+49
| +3% | +$4.07K | 0.01% | 265 |
|
|
2021
Q1 | $126K | Sell |
1,759
-434
| -20% | -$31.1K | 0.01% | 270 |
|
|
2020
Q4 | $142K | Hold |
2,193
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $121K | Sell |
2,193
-352
| -14% | -$19.4K | 0.01% | 260 |
|
|
2020
Q2 | $132K | Buy |
2,545
+825
| +48% | +$42.8K | 0.01% | 238 |
|
|
2020
Q1 | $79K | Buy |
1,720
+61
| +4% | +$2.8K | 0.01% | 270 |
|
|
2019
Q4 | $136K | Sell |
1,659
-199
| -11% | -$16.3K | 0.01% | 242 |
|
|
2019
Q3 | $168K | Sell |
1,858
-138
| -7% | -$12.5K | 0.02% | 232 |
|
|
2019
Q2 | $163K | Sell |
1,996
-288
| -13% | -$23.5K | 0.02% | 250 |
|
|
2019
Q1 | $177K | Sell |
2,284
-244
| -10% | -$18.9K | 0.02% | 226 |
|
|
2018
Q4 | $175K | Sell |
2,528
-40
| -2% | -$2.77K | 0.02% | 215 |
|
|
2018
Q3 | $165K | Sell |
2,568
-19
| -0.7% | -$1.22K | 0.02% | 229 |
|
|
2018
Q2 | $162K | Buy |
2,587
+491
| +23% | +$30.7K | 0.02% | 213 |
|
|
2018
Q1 | $114K | Sell |
2,096
-962
| -31% | -$52.3K | 0.01% | 244 |
|
|
2017
Q4 | $195K | Buy |
3,058
+280
| +10% | +$17.9K | 0.02% | 196 |
|
|
2017
Q3 | $195K | Sell |
2,778
-33
| -1% | -$2.32K | 0.02% | 199 |
|
|
2017
Q2 | $210K | Sell |
2,811
-124
| -4% | -$9.26K | 0.02% | 194 |
|
|
2017
Q1 | $208K | Buy |
2,935
+153
| +5% | +$10.8K | 0.02% | 185 |
|
|
2016
Q4 | $186K | Hold |
2,782
| – | – | 0.02% | 189 |
|
|
2016
Q3 | $208K | Sell |
2,782
-361
| -11% | -$27K | 0.02% | 188 |
|
|
2016
Q2 | $239K | Buy |
3,143
+2,978
| +1,805% | +$226K | 0.03% | 179 |
|
|
2016
Q1 | $11K | Hold |
165
| – | – | ﹤0.01% | 404 |
|
|
2015
Q4 | $11K | Hold |
165
| – | – | ﹤0.01% | 396 |
|
|
2015
Q3 | $11K | Hold |
165
| – | – | ﹤0.01% | 444 |
|
|
2015
Q2 | $11K | Hold |
165
| – | – | ﹤0.01% | 436 |
|
|
2015
Q1 | $13K | Hold |
165
| – | – | ﹤0.01% | 410 |
|
|
2014
Q4 | $12K | Hold |
165
| – | – | ﹤0.01% | 437 |
|
|
2014
Q3 | $10K | Sell |
165
-60
| -27% | -$3.64K | ﹤0.01% | 478 |
|
|
2014
Q2 | $14K | Hold |
225
| – | – | ﹤0.01% | 415 |
|
|
2014
Q1 | $13K | Hold |
225
| – | – | ﹤0.01% | 401 |
|
|
2013
Q4 | $12K | Buy |
+225
| New | +$12K | ﹤0.01% | 431 |
|
|
2013
Q3 | – | Sell |
-63
| Closed | -$4K | – | 592 |
|
|
2013
Q2 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 570 |
|