Mutual Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
2,684
-820
| -23% | -$132K | 0.01% | 847 |
|
|
2025
Q1 | $515K | Buy |
3,504
+1,459
| +71% | +$214K | 0.01% | 695 |
|
|
2024
Q4 | $263K | Buy |
2,045
+15
| +0.7% | +$1.93K | 0.01% | 928 |
|
|
2024
Q3 | $268K | Sell |
2,030
-115
| -5% | -$15.2K | 0.01% | 949 |
|
|
2024
Q2 | $240K | Sell |
2,145
-269
| -11% | -$30K | 0.01% | 974 |
|
|
2024
Q1 | $226K | Sell |
2,414
-75
| -3% | -$7.01K | 0.01% | 991 |
|
|
2023
Q4 | $224K | Buy |
+2,489
| New | +$224K | 0.01% | 923 |
|
|
2023
Q3 | – | Sell |
-2,775
| Closed | -$224K | – | 1056 |
|
|
2023
Q2 | $224K | Sell |
2,775
-178
| -6% | -$14.4K | 0.01% | 906 |
|
|
2023
Q1 | $212K | Buy |
+2,953
| New | +$212K | 0.01% | 909 |
|
|
2022
Q4 | – | Sell |
-3,139
| Closed | -$202K | – | 981 |
|
|
2022
Q3 | $202K | Buy |
+3,139
| New | +$202K | 0.01% | 829 |
|