NewEdge 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 | $34M | Buy |
200,451
+16,139
| +9% | +$2.74M | 0.53% | 44 |
|
|
2025
Q1 | $28.2M | Sell |
184,312
-6,961
| -4% | -$1.07M | 0.51% | 51 |
|
|
2024
Q4 | $24.1M | Buy |
191,273
+17
| +0% | +$2.14K | 0.42% | 65 |
|
|
2024
Q3 | $24.5M | Buy |
191,256
+33,031
| +21% | +$4.23M | 0.44% | 66 |
|
|
2024
Q2 | $16.5M | Buy |
158,225
+4,484
| +3% | +$467K | 0.36% | 78 |
|
|
2024
Q1 | $14.8M | Buy |
153,741
+144,556
| +1,574% | +$13.9M | 0.33% | 81 |
|
|
2023
Q4 | $828K | Buy |
9,185
+1,375
| +18% | +$124K | 0.02% | 432 |
|
|
2023
Q3 | $640K | Sell |
7,810
-99
| -1% | -$8.11K | 0.02% | 428 |
|
|
2023
Q2 | $640K | Sell |
7,909
-218
| -3% | -$17.6K | 0.02% | 422 |
|
|
2023
Q1 | $583K | Buy |
8,127
+1,549
| +24% | +$111K | 0.02% | 392 |
|
|
2022
Q4 | $431K | Sell |
6,578
-14
| -0.2% | -$918 | 0.02% | 390 |
|
|
2022
Q3 | $424K | Buy |
6,592
+531
| +9% | +$34.2K | 0.02% | 372 |
|
|
2022
Q2 | $499K | Buy |
+6,061
| New | +$499K | 0.02% | 390 |
|