Ogorek Anthony Joseph’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
128
| – | – | 0.01% | 295 |
|
|
2025
Q1 | $19K | Buy |
+128
| New | +$19K | 0.01% | 284 |
|
|
2020
Q2 | – | Sell |
-650
| Closed | -$29K | – | 222 |
|
|
2020
Q1 | $29K | Hold |
650
| – | – | 0.02% | 50 |
|
|
2019
Q4 | $53K | Hold |
650
| – | – | 0.03% | 43 |
|
|
2019
Q3 | $58K | Sell |
650
-90
| -12% | -$8.03K | 0.03% | 37 |
|
|
2019
Q2 | $60K | Hold |
740
| – | – | 0.04% | 35 |
|
|
2019
Q1 | $57K | Hold |
740
| – | – | 0.04% | 36 |
|
|
2018
Q4 | $51K | Hold |
740
| – | – | 0.04% | 34 |
|
|
2018
Q3 | $47K | Buy |
+740
| New | +$47K | 0.03% | 34 |
|