Plante Moran Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Buy |
181
+170
| +1,545% | +$26.1K | ﹤0.01% | 436 |
|
|
2025
Q1 | $1.69K | Sell |
11
-35
| -76% | -$5.36K | ﹤0.01% | 699 |
|
|
2024
Q4 | $5.82K | Hold |
46
| – | – | ﹤0.01% | 665 |
|
|
2024
Q3 | $5.88K | Buy |
+46
| New | +$5.88K | ﹤0.01% | 666 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1041 |
|
|
2021
Q4 | – | Sell |
-236
| Closed | -$19K | – | 1123 |
|
|
2021
Q3 | $19K | Hold |
236
| – | – | ﹤0.01% | 579 |
|
|
2021
Q2 | $20K | Hold |
236
| – | – | ﹤0.01% | 557 |
|
|
2021
Q1 | $17K | Buy |
236
+13
| +6% | +$936 | ﹤0.01% | 560 |
|
|
2020
Q4 | $14K | Hold |
223
| – | – | ﹤0.01% | 584 |
|
|
2020
Q3 | $12K | Hold |
223
| – | – | ﹤0.01% | 582 |
|
|
2020
Q2 | $12K | Hold |
223
| – | – | ﹤0.01% | 503 |
|
|
2020
Q1 | $10K | Hold |
223
| – | – | ﹤0.01% | 503 |
|
|
2019
Q4 | $18K | Hold |
223
| – | – | 0.01% | 478 |
|
|
2019
Q3 | $20K | Hold |
223
| – | – | 0.01% | 506 |
|
|
2019
Q2 | $18K | Hold |
223
| – | – | 0.01% | 491 |
|
|
2019
Q1 | $17K | Hold |
223
| – | – | 0.01% | 499 |
|
|
2018
Q4 | $15K | Hold |
223
| – | – | 0.01% | 457 |
|
|
2018
Q3 | $14K | Sell |
223
-55
| -20% | -$3.45K | ﹤0.01% | 462 |
|
|
2018
Q2 | $17K | Buy |
278
+55
| +25% | +$3.36K | 0.01% | 494 |
|
|
2018
Q1 | $12K | Buy |
+223
| New | +$12K | 0.01% | 580 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$8K | – | 994 |
|
|
2016
Q2 | $8K | Sell |
100
-233
| -70% | -$18.6K | 0.01% | 563 |
|
|
2016
Q1 | $23K | Sell |
333
-291
| -47% | -$20.1K | 0.02% | 366 |
|
|
2015
Q4 | $42K | Buy |
+624
| New | +$42K | 0.03% | 310 |
|