NFP Retirement Inc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
10,216
-18
| -0.2% | -$2.77K | 0.1% | 108 |
|
|
2025
Q1 | $1.57M | Buy |
10,234
+86
| +0.8% | +$13.2K | 0.12% | 91 |
|
|
2024
Q4 | $1.28M | Sell |
10,148
-260
| -2% | -$32.8K | 0.1% | 107 |
|
|
2024
Q3 | $1.33M | Sell |
10,408
-176
| -2% | -$22.5K | 0.11% | 105 |
|
|
2024
Q2 | $1.1M | Sell |
10,584
-177
| -2% | -$18.5K | 0.09% | 113 |
|
|
2024
Q1 | $1.01M | Buy |
10,761
+5
| +0% | +$467 | 0.09% | 116 |
|
|
2023
Q4 | $970K | Buy |
10,756
+54
| +0.5% | +$4.87K | 0.16% | 99 |
|
|
2023
Q3 | $877K | Buy |
10,702
+25
| +0.2% | +$2.05K | 0.17% | 101 |
|
|
2023
Q2 | $864K | Sell |
10,677
-98
| -0.9% | -$7.93K | 0.16% | 103 |
|
|
2023
Q1 | $772K | Buy |
10,775
+26
| +0.2% | +$1.86K | 0.15% | 112 |
|
|
2022
Q4 | $705K | Buy |
10,749
+952
| +10% | +$62.4K | 0.15% | 116 |
|
|
2022
Q3 | $630K | Sell |
9,797
-1,313
| -12% | -$84.4K | 0.16% | 114 |
|
|
2022
Q2 | $915K | Buy |
11,110
+54
| +0.5% | +$4.45K | 0.23% | 83 |
|
|
2022
Q1 | $1.06M | Sell |
11,056
-898
| -8% | -$86.3K | 0.25% | 81 |
|
|
2021
Q4 | $1.03M | Sell |
11,954
-1,145
| -9% | -$98.2K | 0.37% | 49 |
|
|
2021
Q3 | $1.08M | Buy |
13,099
+87
| +0.7% | +$7.17K | 0.44% | 42 |
|
|
2021
Q2 | $1.08M | Sell |
13,012
-649
| -5% | -$53.9K | 0.42% | 44 |
|
|
2021
Q1 | $978K | Buy |
13,661
+975
| +8% | +$69.8K | 0.43% | 47 |
|
|
2020
Q4 | $820K | Sell |
12,686
-1,582
| -11% | -$102K | 0.51% | 46 |
|
|
2020
Q3 | $786K | Sell |
14,268
-928
| -6% | -$51.1K | 0.52% | 49 |
|
|
2020
Q2 | $786K | Buy |
15,196
+120
| +0.8% | +$6.21K | 0.58% | 45 |
|
|
2020
Q1 | $690K | Sell |
15,076
-1,246
| -8% | -$57K | 0.68% | 40 |
|
|
2019
Q4 | $1.32M | Buy |
+16,322
| New | +$1.32M | 1.23% | 26 |
|