RDA Financial Network’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
13,040
-781
| -6% | -$120K | 0.54% | 47 |
|
|
2025
Q1 | $2.12M | Sell |
13,821
-915
| -6% | -$140K | 0.63% | 44 |
|
|
2024
Q4 | $1.86M | Sell |
14,736
-655
| -4% | -$82.5K | 0.54% | 52 |
|
|
2024
Q3 | $1.97M | Sell |
15,391
-770
| -5% | -$98.6K | 0.61% | 45 |
|
|
2024
Q2 | $1.68M | Buy |
16,161
+104
| +0.6% | +$10.8K | 0.55% | 50 |
|
|
2024
Q1 | $1.5M | Buy |
16,057
+33
| +0.2% | +$3.08K | 0.51% | 57 |
|
|
2023
Q4 | $1.44M | Buy |
16,024
+3,013
| +23% | +$272K | 0.55% | 55 |
|
|
2023
Q3 | $1.07M | Sell |
13,011
-100
| -0.8% | -$8.19K | 0.46% | 66 |
|
|
2023
Q2 | $1.06M | Sell |
13,111
-404
| -3% | -$32.7K | 0.45% | 66 |
|
|
2023
Q1 | $969K | Hold |
13,515
| – | – | 0.44% | 67 |
|
|
2022
Q4 | $886K | Sell |
13,515
-2,306
| -15% | -$151K | 0.45% | 71 |
|
|
2022
Q3 | $1.02M | Buy |
15,821
+221
| +1% | +$14.2K | 0.56% | 60 |
|
|
2022
Q2 | $1.29M | Sell |
15,600
-36
| -0.2% | -$2.97K | 0.65% | 51 |
|
|
2022
Q1 | $1.5M | Sell |
15,636
-143
| -0.9% | -$13.7K | 0.63% | 52 |
|
|
2021
Q4 | $1.35M | Sell |
15,779
-1,002
| -6% | -$85.9K | 0.55% | 55 |
|
|
2021
Q3 | $1.38M | Sell |
16,781
-1,022
| -6% | -$84.2K | 0.61% | 53 |
|
|
2021
Q2 | $1.48M | Sell |
17,803
-258
| -1% | -$21.4K | 0.65% | 46 |
|
|
2021
Q1 | $1.29M | Sell |
18,061
-514
| -3% | -$36.8K | 0.56% | 52 |
|
|
2020
Q4 | $1.2M | Sell |
18,575
-460
| -2% | -$29.7K | 0.54% | 55 |
|
|
2020
Q3 | $1.05M | Buy |
19,035
+308
| +2% | +$17K | 0.48% | 61 |
|
|
2020
Q2 | $969K | Buy |
18,727
+1,047
| +6% | +$54.2K | 0.48% | 61 |
|
|
2020
Q1 | $809K | Buy |
17,680
+431
| +2% | +$19.7K | 0.49% | 56 |
|
|
2019
Q4 | $1.49M | Buy |
17,249
+119
| +0.7% | +$10.3K | 0.61% | 36 |
|
|
2019
Q3 | $1.46M | Buy |
17,130
+133
| +0.8% | +$11.3K | 0.62% | 38 |
|
|
2019
Q2 | $1.45M | Buy |
16,997
+270
| +2% | +$23K | 0.65% | 34 |
|
|
2019
Q1 | $1.28M | Buy |
+16,727
| New | +$1.28M | 0.6% | 38 |
|