Painted Porch 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 | $337K | Sell |
2,189
-356
| -14% | -$54.7K | 0.14% | 50 |
|
|
2025
Q1 | $390K | Hold |
2,545
| – | – | 0.16% | 47 |
|
|
2024
Q4 | $321K | Hold |
2,545
| – | – | 0.16% | 55 |
|
|
2024
Q3 | $326K | Hold |
2,545
| – | – | 0.16% | 52 |
|
|
2024
Q2 | $265K | Sell |
2,545
-78
| -3% | -$8.13K | 0.15% | 53 |
|
|
2024
Q1 | $245K | Hold |
2,623
| – | – | 0.15% | 54 |
|
|
2023
Q4 | $237K | Buy |
+2,623
| New | +$237K | 0.18% | 44 |
|