Pathway Financial Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-825
| Closed | -$104K | – | 420 |
|
|
2024
Q4 | $104K | Buy |
825
+2
| +0.2% | +$252 | 0.03% | 186 |
|
|
2024
Q3 | $105K | Buy |
823
+1
| +0.1% | +$128 | 0.05% | 144 |
|
|
2024
Q2 | $85.6K | Buy |
822
+4
| +0.5% | +$416 | 0.03% | 196 |
|
|
2024
Q1 | $76.5K | Sell |
818
-131
| -14% | -$12.3K | 0.03% | 203 |
|
|
2023
Q4 | $85.6K | Buy |
949
+2
| +0.2% | +$180 | 0.03% | 196 |
|
|
2023
Q3 | $77.5K | Buy |
+947
| New | +$77.5K | 0.03% | 203 |
|
|
2023
Q1 | $166K | Buy |
2,320
+36
| +2% | +$2.58K | 0.07% | 166 |
|
|
2022
Q4 | $150K | Buy |
+2,284
| New | +$150K | 0.06% | 173 |
|