Mystic Asset 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 | $289K | Buy |
1,881
+116
| +7% | +$17.8K | 0.07% | 192 |
|
|
2025
Q1 | $270K | Hold |
1,765
| – | – | 0.07% | 196 |
|
|
2024
Q4 | $222K | Sell |
1,765
-500
| -22% | -$63K | 0.06% | 208 |
|
|
2024
Q3 | $290K | Hold |
2,265
| – | – | 0.11% | 142 |
|
|
2024
Q2 | $236K | Hold |
2,265
| – | – | 0.1% | 149 |
|
|
2024
Q1 | $212K | Buy |
+2,265
| New | +$212K | 0.09% | 156 |
|
|
2022
Q1 | – | Sell |
-1,340
| Closed | -$114K | – | 409 |
|
|
2021
Q4 | $114K | Buy |
+1,340
| New | +$114K | 0.05% | 189 |
|