Proficio Capital Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $676K | Buy |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $293K | Buy |
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|
2021
Q1 | $251K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $24K | Buy |
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|
2019
Q1 | $17K | Buy |
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|
2018
Q4 | $14K | Buy |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | $12K | Buy |
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|
2018
Q1 | $9K | Buy |
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|
2017
Q4 | $6K | Sell |
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|
2017
Q3 | $8K | Sell |
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|
2017
Q2 | $14K | Buy |
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|
2017
Q1 | $7K | Buy |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $9K | Buy |
|