Richwood Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Sell |
6,270
-300
| -5% | -$46.1K | 0.79% | 31 |
|
|
2025
Q1 | $1.01M | Sell |
6,570
-250
| -4% | -$38.3K | 0.86% | 26 |
|
|
2024
Q4 | $860K | Hold |
6,820
| – | – | 0.72% | 33 |
|
|
2024
Q3 | $873K | Sell |
6,820
-25
| -0.4% | -$3.2K | 0.72% | 32 |
|
|
2024
Q2 | $714K | Sell |
6,845
-87
| -1% | -$9.07K | 0.63% | 38 |
|
|
2024
Q1 | $648K | Sell |
6,932
-288
| -4% | -$26.9K | 0.58% | 48 |
|
|
2023
Q4 | $651K | Sell |
7,220
-610
| -8% | -$55K | 0.61% | 43 |
|
|
2023
Q3 | $641K | Sell |
7,830
-95
| -1% | -$7.78K | 0.65% | 39 |
|
|
2023
Q2 | $641K | Sell |
7,925
-667
| -8% | -$54K | 0.63% | 41 |
|
|
2023
Q1 | $616K | Sell |
8,592
-130
| -1% | -$9.32K | 0.61% | 40 |
|
|
2022
Q4 | $572K | Sell |
8,722
-216
| -2% | -$14.2K | 0.58% | 48 |
|
|
2022
Q3 | $575K | Sell |
8,938
-600
| -6% | -$38.6K | 0.63% | 44 |
|
|
2022
Q2 | $785K | Sell |
9,538
-315
| -3% | -$25.9K | 0.79% | 31 |
|
|
2022
Q1 | $947K | Sell |
9,853
-90
| -0.9% | -$8.65K | 0.85% | 28 |
|
|
2021
Q4 | $853K | Buy |
+9,943
| New | +$853K | 0.75% | 32 |
|