Oxford Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
1,335
-87
| -6% | -$13.4K | 0.01% | 208 |
|
|
2025
Q1 | $218K | Buy |
+1,422
| New | +$218K | 0.02% | 200 |
|
|
2023
Q4 | – | Sell |
-17,218
| Closed | -$1.41M | – | 307 |
|
|
2023
Q3 | $1.41M | Buy |
17,218
+1,617
| +10% | +$132K | 0.12% | 59 |
|
|
2023
Q2 | $1.26M | Buy |
15,601
+6,963
| +81% | +$563K | 0.12% | 63 |
|
|
2023
Q1 | $619K | Sell |
8,638
-1,675
| -16% | -$120K | 0.07% | 92 |
|
|
2022
Q4 | $676K | Buy |
10,313
+1,079
| +12% | +$70.7K | 0.08% | 86 |
|
|
2022
Q3 | $594K | Sell |
9,234
-27
| -0.3% | -$1.74K | 0.09% | 86 |
|
|
2022
Q2 | $763K | Buy |
9,261
+27
| +0.3% | +$2.22K | 0.11% | 79 |
|
|
2022
Q1 | $888K | Sell |
9,234
-10,310
| -53% | -$991K | 0.11% | 82 |
|
|
2021
Q4 | $1.68M | Hold |
19,544
| – | – | 0.19% | 52 |
|
|
2021
Q3 | $1.61M | Hold |
19,544
| – | – | 0.21% | 46 |
|
|
2021
Q2 | $1.62M | Hold |
19,544
| – | – | 0.22% | 47 |
|
|
2021
Q1 | $1.4M | Sell |
19,544
-81
| -0.4% | -$5.8K | 0.19% | 45 |
|
|
2020
Q4 | $1.27M | Hold |
19,625
| – | – | 0.18% | 45 |
|
|
2020
Q3 | $1.08M | Hold |
19,625
| – | – | 0.17% | 50 |
|
|
2020
Q2 | $1.02M | Buy |
19,625
+5,582
| +40% | +$289K | 0.17% | 53 |
|
|
2020
Q1 | $643K | Buy |
+14,043
| New | +$643K | 0.13% | 72 |
|