OneDigital Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
11,501
+323
| +3% | +$49.7K | 0.02% | 464 |
|
|
2025
Q1 | $1.71M | Sell |
11,178
-13
| -0.1% | -$1.99K | 0.02% | 440 |
|
|
2024
Q4 | $1.41M | Sell |
11,191
-700
| -6% | -$88.2K | 0.02% | 522 |
|
|
2024
Q3 | $1.52M | Buy |
11,891
+205
| +2% | +$26.2K | 0.02% | 528 |
|
|
2024
Q2 | $1.22M | Buy |
11,686
+820
| +8% | +$85.5K | 0.02% | 554 |
|
|
2024
Q1 | $1.02M | Buy |
10,866
+107
| +1% | +$10K | 0.02% | 502 |
|
|
2023
Q4 | $970K | Sell |
10,759
-86
| -0.8% | -$7.76K | 0.02% | 490 |
|
|
2023
Q3 | $888K | Sell |
10,845
-981
| -8% | -$80.4K | 0.02% | 454 |
|
|
2023
Q2 | $957K | Sell |
11,826
-79
| -0.7% | -$6.39K | 0.02% | 421 |
|
|
2023
Q1 | $853K | Buy |
11,905
+1,199
| +11% | +$86K | 0.02% | 437 |
|
|
2022
Q4 | $702K | Buy |
10,706
+1,462
| +16% | +$95.8K | 0.02% | 436 |
|
|
2022
Q3 | $595K | Buy |
9,244
+4
| +0% | +$257 | 0.02% | 414 |
|
|
2022
Q2 | $761K | Sell |
9,240
-1
| -0% | -$82 | 0.03% | 315 |
|
|
2022
Q1 | $888K | Buy |
9,241
+395
| +4% | +$38K | 0.03% | 307 |
|
|
2021
Q4 | $759K | Buy |
8,846
+299
| +3% | +$25.7K | 0.03% | 321 |
|
|
2021
Q3 | $704K | Buy |
8,547
+4
| +0% | +$329 | 0.03% | 336 |
|
|
2021
Q2 | $710K | Sell |
8,543
-16
| -0.2% | -$1.33K | 0.03% | 321 |
|
|
2021
Q1 | $613K | Sell |
8,559
-30
| -0.3% | -$2.15K | 0.03% | 332 |
|
|
2020
Q4 | $555K | Sell |
8,589
-592
| -6% | -$38.3K | 0.03% | 328 |
|
|
2020
Q3 | $506K | Sell |
9,181
-479
| -5% | -$26.4K | 0.04% | 302 |
|
|
2020
Q2 | $500K | Sell |
9,660
-205
| -2% | -$10.6K | 0.04% | 307 |
|
|
2020
Q1 | $452K | Sell |
9,865
-3,695
| -27% | -$169K | 0.04% | 288 |
|
|
2019
Q4 | $1.11M | Sell |
13,560
-10
| -0.1% | -$818 | 0.09% | 178 |
|
|
2019
Q3 | $1.23M | Sell |
13,570
-1,099
| -7% | -$99.6K | 0.11% | 159 |
|
|
2019
Q2 | $1.2M | Buy |
14,669
+13,708
| +1,426% | +$1.12M | 0.09% | 132 |
|
|
2019
Q1 | $75K | Buy |
961
+166
| +21% | +$13K | 0.01% | 421 |
|
|
2018
Q4 | $55K | Buy |
+795
| New | +$55K | 0.01% | 438 |
|
|
2018
Q3 | – | Sell |
-540
| Closed | -$34K | – | 1275 |
|
|
2018
Q2 | $34K | Hold |
540
| – | – | 0.01% | 620 |
|
|
2018
Q1 | $29K | Hold |
540
| – | – | 0.01% | 677 |
|
|
2017
Q4 | $34K | Buy |
+540
| New | +$34K | ﹤0.01% | 622 |
|