Nilsine Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
14,841
+11,495
| +344% | +$1.77M | 0.23% | 110 |
|
|
2025
Q1 | $513K | Buy |
3,346
+243
| +8% | +$37.2K | 0.06% | 244 |
|
|
2024
Q4 | $391K | Buy |
3,103
+201
| +7% | +$25.3K | 0.04% | 281 |
|
|
2024
Q3 | $372K | Buy |
2,902
+139
| +5% | +$17.8K | 0.05% | 259 |
|
|
2024
Q2 | $288K | Buy |
2,763
+178
| +7% | +$18.6K | 0.04% | 281 |
|
|
2024
Q1 | $242K | Sell |
2,585
-309
| -11% | -$28.9K | 0.03% | 302 |
|
|
2023
Q4 | $261K | Buy |
2,894
+348
| +14% | +$31.4K | 0.04% | 283 |
|
|
2023
Q3 | $209K | Sell |
2,546
-134
| -5% | -$11K | 0.03% | 332 |
|
|
2023
Q2 | $217K | Buy |
+2,680
| New | +$217K | 0.03% | 328 |
|