Proficio Capital Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
4,399
+71
| +2% | +$10.9K | 0.04% | 204 |
|
|
2025
Q1 | $663K | Buy |
4,328
+281
| +7% | +$43K | 0.05% | 169 |
|
|
2024
Q4 | $510K | Buy |
4,047
+2,417
| +148% | +$305K | 0.04% | 185 |
|
|
2024
Q3 | $209K | Sell |
1,630
-2,113
| -56% | -$271K | 0.02% | 267 |
|
|
2024
Q2 | $390K | Sell |
3,743
-960
| -20% | -$100K | 0.04% | 200 |
|
|
2024
Q1 | $439K | Buy |
4,703
+70
| +2% | +$6.54K | 0.05% | 183 |
|
|
2023
Q4 | $418K | Sell |
4,633
-316
| -6% | -$28.5K | 0.05% | 168 |
|
|
2023
Q3 | $405K | Buy |
4,949
+138
| +3% | +$11.3K | 0.05% | 166 |
|
|
2023
Q2 | $389K | Buy |
4,811
+39
| +0.8% | +$3.16K | 0.05% | 174 |
|
|
2023
Q1 | $342K | Sell |
4,772
-100
| -2% | -$7.17K | 0.05% | 193 |
|
|
2022
Q4 | $319K | Buy |
4,872
+1,563
| +47% | +$102K | 0.06% | 189 |
|
|
2022
Q3 | $214K | Buy |
3,309
+101
| +3% | +$6.53K | 0.04% | 236 |
|
|
2022
Q2 | $264K | Buy |
3,208
+14
| +0.4% | +$1.15K | 0.05% | 217 |
|
|
2022
Q1 | $307K | Buy |
3,194
+138
| +5% | +$13.3K | 0.05% | 204 |
|
|
2021
Q4 | $262K | Sell |
3,056
-19
| -0.6% | -$1.63K | 0.04% | 243 |
|
|
2021
Q3 | $253K | Sell |
3,075
-446
| -13% | -$36.7K | 0.03% | 243 |
|
|
2021
Q2 | $293K | Buy |
3,521
+14
| +0.4% | +$1.17K | 0.04% | 212 |
|
|
2021
Q1 | $251K | Buy |
+3,507
| New | +$251K | 0.03% | 215 |
|
|
2019
Q3 | – | Sell |
-293
| Closed | -$24K | – | 1538 |
|
|
2019
Q2 | $24K | Buy |
293
+71
| +32% | +$5.82K | 0.01% | 621 |
|
|
2019
Q1 | $17K | Buy |
222
+26
| +13% | +$1.99K | 0.01% | 722 |
|
|
2018
Q4 | $14K | Buy |
196
+3
| +2% | +$214 | 0.01% | 654 |
|
|
2018
Q3 | $12K | Buy |
193
+8
| +4% | +$497 | ﹤0.01% | 763 |
|
|
2018
Q2 | $12K | Buy |
185
+19
| +11% | +$1.23K | ﹤0.01% | 779 |
|
|
2018
Q1 | $9K | Buy |
166
+67
| +68% | +$3.63K | ﹤0.01% | 860 |
|
|
2017
Q4 | $6K | Sell |
99
-16
| -14% | -$970 | ﹤0.01% | 946 |
|
|
2017
Q3 | $8K | Sell |
115
-73
| -39% | -$5.08K | ﹤0.01% | 865 |
|
|
2017
Q2 | $14K | Buy |
188
+91
| +94% | +$6.78K | 0.01% | 721 |
|
|
2017
Q1 | $7K | Buy |
97
+52
| +116% | +$3.75K | ﹤0.01% | 922 |
|
|
2016
Q4 | $3K | Sell |
45
-15
| -25% | -$1K | ﹤0.01% | 859 |
|
|
2016
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 777 |
|
|
2016
Q2 | $5K | Sell |
60
-19
| -24% | -$1.58K | ﹤0.01% | 706 |
|
|
2016
Q1 | $5K | Sell |
79
-58
| -42% | -$3.67K | ﹤0.01% | 535 |
|
|
2015
Q4 | $9K | Buy |
+137
| New | +$9K | 0.01% | 296 |
|