ORG 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 | $88.1K | Buy |
581
+104
| +22% | +$15.8K | 0.02% | 458 |
|
|
2025
Q1 | $73.5K | Sell |
477
-1
| -0.2% | -$154 | 0.02% | 431 |
|
|
2024
Q4 | $60.2K | Hold |
478
| – | – | 0.01% | 517 |
|
|
2024
Q3 | $61.2K | Sell |
478
-2
| -0.4% | -$256 | 0.01% | 475 |
|
|
2024
Q2 | $49.9K | Buy |
+480
| New | +$49.9K | 0.01% | 789 |
|
|
2023
Q4 | – | Sell |
-239
| Closed | -$19.6K | – | 1368 |
|
|
2023
Q3 | $19.6K | Sell |
239
-125
| -34% | -$10.2K | 0.01% | 705 |
|
|
2023
Q2 | $29.2K | Buy |
+364
| New | +$29.2K | ﹤0.01% | 793 |
|