Naviter Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Buy |
43,021
+4,922
| +13% | +$757K | 0.81% | 23 |
|
|
2025
Q1 | $5.85M | Buy |
38,099
+1,311
| +4% | +$201K | 0.71% | 29 |
|
|
2024
Q4 | $4.64M | Buy |
36,788
+4,726
| +15% | +$596K | 0.56% | 37 |
|
|
2024
Q3 | $4.1M | Sell |
32,062
-2,788
| -8% | -$357K | 0.57% | 45 |
|
|
2024
Q2 | $3.63M | Buy |
34,850
+2,028
| +6% | +$211K | 0.54% | 42 |
|
|
2024
Q1 | $3.07M | Buy |
32,822
+3,371
| +11% | +$315K | 0.5% | 47 |
|
|
2023
Q4 | $2.66M | Buy |
29,451
+4,585
| +18% | +$413K | 0.53% | 43 |
|
|
2023
Q3 | $2.04M | Buy |
24,866
+2,086
| +9% | +$171K | 0.49% | 46 |
|
|
2023
Q2 | $1.84M | Buy |
22,780
+2,630
| +13% | +$213K | 0.47% | 47 |
|
|
2023
Q1 | $1.44M | Buy |
20,150
+1,912
| +10% | +$137K | 0.51% | 46 |
|
|
2022
Q4 | $1.37M | Buy |
18,238
+2,980
| +20% | +$223K | 0.37% | 62 |
|
|
2022
Q3 | $981K | Buy |
15,258
+6,367
| +72% | +$409K | 0.4% | 54 |
|
|
2022
Q2 | $732K | Sell |
8,891
-422
| -5% | -$34.7K | 0.3% | 79 |
|
|
2022
Q1 | $895K | Sell |
9,313
-223
| -2% | -$21.4K | 0.3% | 52 |
|
|
2021
Q4 | $818K | Buy |
+9,536
| New | +$818K | 0.24% | 61 |
|