Newbridge Financial Services 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 | $47.2K | Buy |
307
+87
| +40% | +$13.4K | 0.01% | 514 |
|
|
2025
Q1 | $33.7K | Sell |
220
-103
| -32% | -$15.8K | 0.01% | 448 |
|
|
2024
Q4 | $40.7K | Hold |
323
| – | – | 0.01% | 454 |
|
|
2024
Q3 | $41.4K | Sell |
323
-20
| -6% | -$2.56K | 0.01% | 268 |
|
|
2024
Q2 | $35.8K | Hold |
343
| – | – | 0.01% | 450 |
|
|
2024
Q1 | $32.1K | Sell |
343
-260
| -43% | -$24.3K | 0.01% | 502 |
|
|
2023
Q4 | $54.4K | Buy |
603
+1
| +0.2% | +$90 | 0.03% | 372 |
|
|
2023
Q3 | $49.3K | Hold |
602
| – | – | 0.02% | 418 |
|
|
2023
Q2 | $48.7K | Buy |
602
+309
| +105% | +$25K | 0.02% | 464 |
|
|
2023
Q1 | $21K | Sell |
293
-16
| -5% | -$1.15K | 0.01% | 700 |
|
|
2022
Q4 | $20.3K | Sell |
309
-1,360
| -81% | -$89.2K | 0.01% | 715 |
|
|
2022
Q3 | $107K | Buy |
1,669
+1,256
| +304% | +$80.5K | 0.06% | 288 |
|
|
2022
Q2 | $34K | Buy |
413
+74
| +22% | +$6.09K | 0.02% | 498 |
|
|
2022
Q1 | $33K | Buy |
339
+46
| +16% | +$4.48K | 0.02% | 581 |
|
|
2021
Q4 | $25K | Buy |
293
+175
| +148% | +$14.9K | 0.01% | 663 |
|
|
2021
Q3 | $10K | Hold |
118
| – | – | 0.01% | 883 |
|
|
2021
Q2 | $10K | Hold |
118
| – | – | 0.01% | 994 |
|
|
2021
Q1 | $8K | Hold |
118
| – | – | 0.01% | 965 |
|
|
2020
Q4 | $8K | Hold |
118
| – | – | 0.01% | 777 |
|
|
2020
Q3 | $7K | Buy |
+118
| New | +$7K | 0.01% | 760 |
|