O'Rourke & Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
14,937
-181
| -1% | -$27.8K | 1.07% | 25 |
|
|
2025
Q1 | $2.32M | Sell |
15,118
-26
| -0.2% | -$3.98K | 1.15% | 24 |
|
|
2024
Q4 | $1.91M | Sell |
15,144
-1,133
| -7% | -$143K | 0.94% | 26 |
|
|
2024
Q3 | $2.08M | Buy |
16,277
+23
| +0.1% | +$2.95K | 1.04% | 25 |
|
|
2024
Q2 | $1.69M | Buy |
16,254
+18
| +0.1% | +$1.88K | 0.95% | 25 |
|
|
2024
Q1 | $1.52M | Buy |
16,236
+129
| +0.8% | +$12.1K | 0.88% | 28 |
|
|
2023
Q4 | $1.45M | Buy |
16,107
+443
| +3% | +$39.9K | 0.94% | 27 |
|
|
2023
Q3 | $1.28M | Buy |
15,664
+26
| +0.2% | +$2.13K | 0.94% | 28 |
|
|
2023
Q2 | $1.27M | Buy |
15,638
+159
| +1% | +$12.9K | 0.89% | 30 |
|
|
2023
Q1 | $1.11M | Buy |
15,479
+369
| +2% | +$26.5K | 0.85% | 31 |
|
|
2022
Q4 | $990K | Sell |
15,110
-123
| -0.8% | -$8.06K | 0.79% | 33 |
|
|
2022
Q3 | $980K | Buy |
15,233
+1,296
| +9% | +$83.4K | 0.86% | 32 |
|
|
2022
Q2 | $1.15M | Sell |
13,937
-232
| -2% | -$19.1K | 0.97% | 30 |
|
|
2022
Q1 | $1.36M | Sell |
14,169
-834
| -6% | -$80.2K | 0.94% | 28 |
|
|
2021
Q4 | $1.29M | Buy |
+15,003
| New | +$1.29M | 0.86% | 26 |
|