MTM Investment 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 | $354K | Hold |
2,300
| – | – | 0.12% | 150 |
|
|
2025
Q1 | $355K | Hold |
2,300
| – | – | 0.14% | 149 |
|
|
2024
Q4 | $290K | Hold |
2,300
| – | – | 0.11% | 157 |
|
|
2024
Q3 | $289K | Hold |
2,300
| – | – | 0.11% | 155 |
|
|
2024
Q2 | $240K | Hold |
2,300
| – | – | 0.1% | 165 |
|
|
2024
Q1 | $215K | Hold |
2,300
| – | – | 0.09% | 181 |
|
|
2023
Q4 | $207K | Buy |
+2,300
| New | +$207K | 0.09% | 174 |
|
|
2022
Q2 | – | Sell |
-2,350
| Closed | -$226K | – | 292 |
|
|
2022
Q1 | $226K | Hold |
2,350
| – | – | 0.11% | 165 |
|
|
2021
Q4 | $202K | Sell |
2,350
-100
| -4% | -$8.6K | 0.1% | 188 |
|
|
2021
Q3 | $202K | Hold |
2,450
| – | – | 0.11% | 163 |
|
|
2021
Q2 | $204K | Buy |
+2,450
| New | +$204K | 0.11% | 164 |
|