Panoramic 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 | $654K | Sell |
4,252
-300
| -7% | -$46.1K | 0.4% | 53 |
|
|
2025
Q1 | $697K | Sell |
4,552
-100
| -2% | -$15.3K | 0.47% | 49 |
|
|
2024
Q4 | $586K | Hold |
4,652
| – | – | 0.38% | 60 |
|
|
2024
Q3 | $596K | Buy |
+4,652
| New | +$596K | 0.41% | 57 |
|
|
2024
Q1 | $544K | Sell |
5,825
-400
| -6% | -$37.4K | 0.4% | 56 |
|
|
2023
Q4 | $561K | Sell |
6,225
-100
| -2% | -$9.02K | 0.49% | 52 |
|
|
2023
Q3 | $518K | Buy |
+6,325
| New | +$518K | 0.48% | 52 |
|
|
2022
Q4 | $431K | Buy |
+6,575
| New | +$431K | 0.44% | 55 |
|