Personal CFO Solutions’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
3,096
+137
| +5% | +$21.1K | 0.09% | 234 |
|
|
2025
Q1 | $453K | Sell |
2,959
-227
| -7% | -$34.8K | 0.09% | 224 |
|
|
2024
Q4 | $402K | Sell |
3,186
-614
| -16% | -$77.4K | 0.08% | 242 |
|
|
2024
Q3 | $486K | Sell |
3,800
-26
| -0.7% | -$3.33K | 0.07% | 268 |
|
|
2024
Q2 | $399K | Sell |
3,826
-152
| -4% | -$15.8K | 0.06% | 302 |
|
|
2024
Q1 | $372K | Sell |
3,978
-60
| -1% | -$5.61K | 0.06% | 338 |
|
|
2023
Q4 | $364K | Buy |
4,038
+769
| +24% | +$69.3K | 0.06% | 320 |
|
|
2023
Q3 | $268K | Buy |
3,269
+113
| +4% | +$9.26K | 0.05% | 349 |
|
|
2023
Q2 | $255K | Sell |
3,156
-603
| -16% | -$48.8K | 0.05% | 374 |
|
|
2023
Q1 | $269K | Sell |
3,759
-449
| -11% | -$32.2K | 0.06% | 345 |
|
|
2022
Q4 | $276K | Buy |
4,208
+385
| +10% | +$25.2K | 0.06% | 327 |
|
|
2022
Q3 | $246K | Buy |
3,823
+40
| +1% | +$2.57K | 0.06% | 300 |
|
|
2022
Q2 | $312K | Sell |
3,783
-257
| -6% | -$21.2K | 0.07% | 253 |
|
|
2022
Q1 | $388K | Sell |
4,040
-141
| -3% | -$13.5K | 0.08% | 247 |
|
|
2021
Q4 | $359K | Sell |
4,181
-317
| -7% | -$27.2K | 0.07% | 268 |
|
|
2021
Q3 | $371K | Buy |
4,498
+83
| +2% | +$6.85K | 0.08% | 232 |
|
|
2021
Q2 | $367K | Buy |
4,415
+80
| +2% | +$6.65K | 0.08% | 241 |
|
|
2021
Q1 | $310K | Sell |
4,335
-251
| -5% | -$17.9K | 0.07% | 249 |
|
|
2020
Q4 | $296K | Sell |
4,586
-209
| -4% | -$13.5K | 0.07% | 248 |
|
|
2020
Q3 | $0 | Sell |
4,795
-465
| -9% | – | ﹤0.01% | 333 |
|
|
2020
Q2 | $272K | Buy |
5,260
+10
| +0.2% | +$517 | 0.08% | 224 |
|
|
2020
Q1 | $240K | Buy |
5,250
+1,207
| +30% | +$55.2K | 0.09% | 205 |
|
|
2019
Q4 | $331K | Hold |
4,043
| – | – | 0.09% | 187 |
|
|
2019
Q3 | $366K | Buy |
+4,043
| New | +$366K | 0.15% | 181 |
|