Oak Thistle LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,507
| Closed | -$820K | – | 574 |
|
|
2024
Q4 | $820K | Buy |
+6,507
| New | +$820K | 0.24% | 158 |
|
|
2024
Q3 | – | Sell |
-7,097
| Closed | -$740K | – | 541 |
|
|
2024
Q2 | $740K | Buy |
+7,097
| New | +$740K | 0.55% | 46 |
|
|
2023
Q2 | – | Sell |
-7,458
| Closed | -$535K | – | 555 |
|
|
2023
Q1 | $535K | Buy |
+7,458
| New | +$535K | 0.32% | 123 |
|
|
2022
Q3 | – | Sell |
-3,092
| Closed | -$255K | – | 237 |
|
|
2022
Q2 | $255K | Sell |
3,092
-43
| -1% | -$3.55K | 0.49% | 100 |
|
|
2022
Q1 | $301K | Buy |
+3,135
| New | +$301K | 0.16% | 259 |
|