Obermeyer Wealth 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 | $511K | Buy |
3,325
+198
| +6% | +$30.4K | 0.03% | 158 |
|
|
2025
Q1 | $479K | Sell |
3,127
-1,330
| -30% | -$204K | 0.03% | 156 |
|
|
2024
Q4 | $562K | Hold |
4,457
| – | – | 0.03% | 140 |
|
|
2024
Q3 | $571K | Hold |
4,457
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $465K | Hold |
4,457
| – | – | 0.03% | 152 |
|
|
2024
Q1 | $416K | Hold |
4,457
| – | – | 0.02% | 157 |
|
|
2023
Q4 | $402K | Hold |
4,457
| – | – | 0.03% | 136 |
|
|
2023
Q3 | $365K | Buy |
4,457
+3
| +0.1% | +$246 | 0.03% | 133 |
|
|
2023
Q2 | $360K | Hold |
4,454
| – | – | 0.03% | 145 |
|
|
2023
Q1 | $320K | Sell |
4,454
-32
| -0.7% | -$2.3K | 0.02% | 152 |
|
|
2022
Q4 | $294K | Hold |
4,486
| – | – | 0.02% | 163 |
|
|
2022
Q3 | $289K | Hold |
4,486
| – | – | 0.02% | 154 |
|
|
2022
Q2 | $369K | Hold |
4,486
| – | – | 0.03% | 129 |
|
|
2022
Q1 | $431K | Hold |
4,486
| – | – | 0.03% | 133 |
|
|
2021
Q4 | $385K | Hold |
4,486
| – | – | 0.02% | 140 |
|
|
2021
Q3 | $370K | Hold |
4,486
| – | – | 0.02% | 140 |
|
|
2021
Q2 | $373K | Sell |
4,486
-1,816
| -29% | -$151K | 0.02% | 147 |
|
|
2021
Q1 | $451K | Buy |
+6,302
| New | +$451K | 0.03% | 136 |
|