Pathstone Holdings’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
47,016
+698
| +2% | +$107K | 0.03% | 420 |
|
|
2025
Q1 | $7.09M | Buy |
46,318
+1,124
| +2% | +$172K | 0.03% | 444 |
|
|
2024
Q4 | $5.7M | Buy |
45,194
+585
| +1% | +$73.7K | 0.03% | 502 |
|
|
2024
Q3 | $5.71M | Buy |
44,609
+548
| +1% | +$70.2K | 0.03% | 504 |
|
|
2024
Q2 | $4.59M | Buy |
44,061
+668
| +2% | +$69.6K | 0.02% | 558 |
|
|
2024
Q1 | $4.05M | Buy |
43,393
+7,448
| +21% | +$696K | 0.02% | 583 |
|
|
2023
Q4 | $3.24M | Buy |
+35,945
| New | +$3.24M | 0.02% | 557 |
|