Red Tortoise LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Hold |
81
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $12.4K | Hold |
81
| – | – | 0.01% | 203 |
|
|
2024
Q4 | $10.2K | Hold |
81
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $10.4K | Hold |
81
| – | – | 0.01% | 242 |
|
|
2024
Q2 | $8.44K | Hold |
81
| – | – | ﹤0.01% | 269 |
|
|
2024
Q1 | $7.57K | Hold |
81
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $7.3K | Hold |
81
| – | – | ﹤0.01% | 235 |
|
|
2023
Q3 | $6.64K | Hold |
81
| – | – | ﹤0.01% | 225 |
|
|
2023
Q2 | $6.55K | Hold |
81
| – | – | ﹤0.01% | 241 |
|
|
2023
Q1 | $5.81K | Hold |
81
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $5.31K | Buy |
+81
| New | +$5.31K | ﹤0.01% | 305 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 545 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 582 |
|