Pinnacle Financial Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $229K | Buy |
+1,496
| New | +$229K | ﹤0.01% | 425 |
|
|
2018
Q3 | – | Sell |
-160
| Closed | -$10K | – | 445 |
|
|
2018
Q2 | $10K | Sell |
160
-52
| -25% | -$3.25K | ﹤0.01% | 378 |
|
|
2018
Q1 | $12K | Buy |
+212
| New | +$12K | ﹤0.01% | 382 |
|
|
2016
Q4 | – | Sell |
-3,456
| Closed | -$264K | – | 283 |
|
|
2016
Q3 | $264K | Hold |
3,456
| – | – | 0.06% | 221 |
|
|
2016
Q2 | $264K | Sell |
3,456
-173
| -5% | -$13.2K | 0.06% | 216 |
|
|
2016
Q1 | $252K | Sell |
3,629
-140
| -4% | -$9.72K | 0.06% | 210 |
|
|
2015
Q4 | $257K | Buy |
+3,769
| New | +$257K | 0.08% | 210 |
|
|
2015
Q3 | – | Sell |
-3,629
| Closed | -$239K | – | 255 |
|
|
2015
Q2 | $239K | Sell |
3,629
-91
| -2% | -$5.99K | 0.08% | 196 |
|
|
2015
Q1 | $288K | Buy |
3,720
+200
| +6% | +$15.5K | 0.1% | 172 |
|
|
2014
Q4 | $266K | Sell |
3,520
-250
| -7% | -$18.9K | 0.09% | 173 |
|
|
2014
Q3 | $235K | Sell |
3,770
-225
| -6% | -$14K | 0.09% | 167 |
|
|
2014
Q2 | $250K | Hold |
3,995
| – | – | 0.1% | 161 |
|
|
2014
Q1 | $238K | Sell |
3,995
-350
| -8% | -$20.9K | 0.11% | 150 |
|
|
2013
Q4 | $233K | Sell |
4,345
-260
| -6% | -$13.9K | 0.11% | 142 |
|
|
2013
Q3 | $288K | Buy |
4,605
+500
| +12% | +$31.3K | 0.14% | 117 |
|
|
2013
Q2 | $276K | Buy |
+4,105
| New | +$276K | 0.14% | 112 |
|