Nations Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
18,611
+1,187
| +7% | +$182K | 0.2% | 128 |
|
|
2025
Q1 | $2.67M | Buy |
17,424
+12,530
| +256% | +$1.92M | 0.2% | 132 |
|
|
2024
Q4 | $617K | Sell |
4,894
-15
| -0.3% | -$1.89K | 0.05% | 387 |
|
|
2024
Q3 | $629K | Sell |
4,909
-90
| -2% | -$11.5K | 0.05% | 385 |
|
|
2024
Q2 | $521K | Sell |
4,999
-144
| -3% | -$15K | 0.04% | 394 |
|
|
2024
Q1 | $481K | Sell |
5,143
-10
| -0.2% | -$935 | 0.04% | 421 |
|
|
2023
Q4 | $465K | Buy |
5,153
+549
| +12% | +$49.5K | 0.04% | 404 |
|
|
2023
Q3 | $377K | Buy |
4,604
+1
| +0% | +$82 | 0.04% | 434 |
|
|
2023
Q2 | $372K | Buy |
4,603
+1
| +0% | +$81 | 0.04% | 445 |
|
|
2023
Q1 | $330K | Buy |
4,602
+1,048
| +29% | +$75.1K | 0.03% | 466 |
|
|
2022
Q4 | $233K | Buy |
+3,554
| New | +$233K | 0.03% | 526 |
|
|
2022
Q2 | – | Sell |
-2,378
| Closed | -$229K | – | 566 |
|
|
2022
Q1 | $229K | Sell |
2,378
-88
| -4% | -$8.47K | 0.03% | 473 |
|
|
2021
Q4 | $212K | Buy |
+2,466
| New | +$212K | 0.03% | 452 |
|