Perigon Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
4,925
+939
| +24% | +$144K | 0.02% | 558 |
|
|
2025
Q1 | $611K | Buy |
3,986
+437
| +12% | +$67K | 0.02% | 583 |
|
|
2024
Q4 | $457K | Buy |
3,549
+1,160
| +49% | +$149K | 0.01% | 664 |
|
|
2024
Q3 | $306K | Buy |
+2,389
| New | +$306K | 0.01% | 778 |
|
|
2021
Q1 | – | Sell |
-1,069
| Closed | -$69K | – | 1022 |
|
|
2020
Q4 | $69K | Buy |
+1,069
| New | +$69K | 0.01% | 641 |
|
|
2018
Q2 | – | Sell |
-292
| Closed | -$16K | – | 592 |
|
|
2018
Q1 | $16K | Sell |
292
-834
| -74% | -$45.7K | 0.01% | 469 |
|
|
2017
Q4 | $72K | Buy |
1,126
+834
| +286% | +$53.3K | 0.03% | 246 |
|
|
2017
Q3 | $21K | Buy |
+292
| New | +$21K | 0.01% | 445 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$3K | – | 629 |
|
|
2017
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 594 |
|
|
2016
Q4 | – | Sell |
-1,145
| Closed | -$86K | – | 762 |
|
|
2016
Q3 | $86K | Buy |
+1,145
| New | +$86K | 0.02% | 252 |
|
|
2015
Q1 | – | Sell |
-8,161
| Closed | -$618K | – | 226 |
|
|
2014
Q4 | $618K | Sell |
8,161
-3,746
| -31% | -$284K | 0.19% | 114 |
|
|
2014
Q3 | $743K | Buy |
11,907
+2
| +0% | +$125 | 0.22% | 98 |
|
|
2014
Q2 | $746K | Buy |
+11,905
| New | +$746K | 0.21% | 101 |
|