NewEdge 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 | $1.91M | Buy |
12,435
+2,641
| +27% | +$406K | 0.01% | 961 |
|
|
2025
Q1 | $1.5M | Sell |
9,794
-144
| -1% | -$22.1K | 0.01% | 986 |
|
|
2024
Q4 | $1.25M | Buy |
9,938
+529
| +6% | +$66.7K | 0.01% | 1052 |
|
|
2024
Q3 | $1.2M | Sell |
9,409
-232
| -2% | -$29.7K | 0.01% | 1016 |
|
|
2024
Q2 | $1.01M | Buy |
9,641
+848
| +10% | +$88.4K | 0.01% | 1067 |
|
|
2024
Q1 | $822K | Sell |
8,793
-1,733
| -16% | -$162K | 0.01% | 1095 |
|
|
2023
Q4 | $934K | Buy |
10,526
+2,090
| +25% | +$185K | 0.01% | 963 |
|
|
2023
Q3 | $691K | Buy |
8,436
+1,220
| +17% | +$99.9K | 0.01% | 1034 |
|
|
2023
Q2 | $584K | Buy |
7,216
+261
| +4% | +$21.1K | 0.01% | 1106 |
|
|
2023
Q1 | $499K | Sell |
6,955
-569
| -8% | -$40.8K | 0.01% | 1116 |
|
|
2022
Q4 | $337K | Sell |
7,524
-262
| -3% | -$11.7K | 0.01% | 947 |
|
|
2022
Q3 | $501K | Sell |
7,786
-1,512
| -16% | -$97.3K | 0.01% | 964 |
|
|
2022
Q2 | $766K | Buy |
+9,298
| New | +$766K | 0.01% | 800 |
|
|
2022
Q1 | – | Sell |
-7,845
| Closed | -$673K | – | 1649 |
|
|
2021
Q4 | $673K | Buy |
7,845
+3,337
| +74% | +$286K | 0.01% | 930 |
|
|
2021
Q3 | $371K | Sell |
4,508
-2,846
| -39% | -$234K | 0.01% | 835 |
|
|
2021
Q2 | $611K | Buy |
7,354
+1,266
| +21% | +$105K | 0.02% | 680 |
|
|
2021
Q1 | $436K | Buy |
6,088
+1,714
| +39% | +$123K | 0.01% | 696 |
|
|
2020
Q4 | $283K | Sell |
4,374
-658
| -13% | -$42.6K | 0.01% | 780 |
|
|
2020
Q3 | $277K | Sell |
5,032
-505
| -9% | -$27.8K | 0.01% | 737 |
|
|
2020
Q2 | $287K | Sell |
5,537
-1,255
| -18% | -$65.1K | 0.01% | 684 |
|
|
2020
Q1 | $311K | Sell |
6,792
-2,035
| -23% | -$93.2K | 0.02% | 588 |
|
|
2019
Q4 | $721K | Sell |
8,827
-781
| -8% | -$63.8K | 0.03% | 427 |
|
|
2019
Q3 | $876K | Buy |
9,608
+1,962
| +26% | +$179K | 0.04% | 361 |
|
|
2019
Q2 | $623K | Buy |
7,646
+1,372
| +22% | +$112K | 0.04% | 356 |
|
|
2019
Q1 | $487K | Buy |
6,274
+20
| +0.3% | +$1.55K | 0.03% | 409 |
|
|
2018
Q4 | $434 | Sell |
6,254
-1,443
| -19% | -$100 | 0.03% | 402 |
|
|
2018
Q3 | $495K | Sell |
7,697
-286
| -4% | -$18.4K | 0.04% | 363 |
|
|
2018
Q2 | $496 | Sell |
7,983
-2,646
| -25% | -$164 | 0.05% | 310 |
|
|
2018
Q1 | $574K | Sell |
10,629
-12,899
| -55% | -$697K | 0.07% | 250 |
|
|
2017
Q4 | $1.47M | Sell |
23,528
-3,061
| -12% | -$192K | 0.2% | 115 |
|
|
2017
Q3 | $1.82M | Sell |
26,589
-406
| -2% | -$27.7K | 0.28% | 86 |
|
|
2017
Q2 | $1.96M | Buy |
26,995
+1,129
| +4% | +$81.9K | 0.34% | 69 |
|
|
2017
Q1 | $1.84M | Buy |
25,866
+3,808
| +17% | +$271K | 0.42% | 63 |
|
|
2016
Q4 | $1.46M | Sell |
22,058
-3,110
| -12% | -$206K | 0.41% | 62 |
|
|
2016
Q3 | $1.88M | Buy |
25,168
+10,338
| +70% | +$773K | 0.59% | 52 |
|
|
2016
Q2 | $1.13M | Buy |
+14,830
| New | +$1.13M | 0.47% | 54 |
|