Retirement Planning Company of New England’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
5,272
+13
| +0.2% | +$2K | 0.36% | 79 |
|
|
2025
Q1 | $806K | Sell |
5,259
-97
| -2% | -$14.9K | 0.4% | 71 |
|
|
2024
Q4 | $675K | Buy |
5,356
+12
| +0.2% | +$1.51K | 0.33% | 88 |
|
|
2024
Q3 | $684K | Sell |
5,344
-283
| -5% | -$36.2K | 0.34% | 91 |
|
|
2024
Q2 | $587K | Buy |
5,627
+15
| +0.3% | +$1.56K | 0.32% | 96 |
|
|
2024
Q1 | $524K | Sell |
5,612
-486
| -8% | -$45.4K | 0.29% | 108 |
|
|
2023
Q4 | $550K | Buy |
6,098
+255
| +4% | +$23K | 0.25% | 110 |
|
|
2023
Q3 | $479K | Sell |
5,843
-1,002
| -15% | -$82.1K | 0.27% | 105 |
|
|
2023
Q2 | $554K | Buy |
6,845
+22
| +0.3% | +$1.78K | 0.32% | 102 |
|
|
2023
Q1 | $489K | Buy |
6,823
+1
| +0% | +$72 | 0.3% | 105 |
|
|
2022
Q4 | $447K | Buy |
6,822
+115
| +2% | +$7.54K | 0.29% | 111 |
|
|
2022
Q3 | $431K | Buy |
6,707
+1
| +0% | +$64 | 0.31% | 105 |
|
|
2022
Q2 | $552K | Buy |
6,706
+15
| +0.2% | +$1.24K | 0.38% | 90 |
|
|
2022
Q1 | $643K | Sell |
6,691
-73
| -1% | -$7.02K | 0.36% | 86 |
|
|
2021
Q4 | $580K | Buy |
+6,764
| New | +$580K | 0.28% | 99 |
|