Prime Capital Investment 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 | $829K | Sell |
5,394
-1,564
| -22% | -$240K | 0.01% | 505 |
|
|
2025
Q1 | $1.07M | Buy |
6,958
+2,945
| +73% | +$451K | 0.01% | 487 |
|
|
2024
Q4 | $506K | Sell |
4,013
-670
| -14% | -$84.4K | 0.01% | 566 |
|
|
2024
Q3 | $600K | Buy |
4,683
+56
| +1% | +$7.17K | 0.01% | 542 |
|
|
2024
Q2 | $482K | Sell |
4,627
-1,725
| -27% | -$180K | 0.01% | 588 |
|
|
2024
Q1 | $594K | Buy |
6,352
+227
| +4% | +$21.2K | 0.01% | 579 |
|
|
2023
Q4 | $552K | Buy |
6,125
+2,360
| +63% | +$213K | 0.01% | 557 |
|
|
2023
Q3 | $308K | Sell |
3,765
-152
| -4% | -$12.5K | 0.01% | 576 |
|
|
2023
Q2 | $317K | Buy |
3,917
+135
| +4% | +$10.9K | 0.01% | 585 |
|
|
2023
Q1 | $271K | Buy |
+3,782
| New | +$271K | 0.01% | 443 |
|
|
2021
Q2 | – | Sell |
-290
| Closed | -$21K | – | 546 |
|
|
2021
Q1 | $21K | Hold |
290
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $19K | Buy |
290
+200
| +222% | +$13.1K | ﹤0.01% | 382 |
|
|
2020
Q3 | $5K | Sell |
90
-168
| -65% | -$9.33K | ﹤0.01% | 423 |
|
|
2020
Q2 | $13K | Sell |
258
-14
| -5% | -$705 | ﹤0.01% | 404 |
|
|
2020
Q1 | $12K | Buy |
+272
| New | +$12K | ﹤0.01% | 395 |
|