River Street 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 | $568K | Buy |
3,694
+190
| +5% | +$29.2K | 0.24% | 96 |
|
|
2025
Q1 | $537K | Buy |
3,504
+139
| +4% | +$21.3K | 0.27% | 90 |
|
|
2024
Q4 | $424K | Buy |
3,365
+344
| +11% | +$43.4K | 0.22% | 99 |
|
|
2024
Q3 | $387K | Sell |
3,021
-23
| -0.8% | -$2.95K | 0.21% | 109 |
|
|
2024
Q2 | $317K | Buy |
3,044
+263
| +9% | +$27.4K | 0.2% | 114 |
|
|
2024
Q1 | $260K | Buy |
2,781
+81
| +3% | +$7.57K | 0.18% | 118 |
|
|
2023
Q4 | $243K | Buy |
2,700
+178
| +7% | +$16.1K | 0.19% | 110 |
|
|
2023
Q3 | $207K | Buy |
+2,522
| New | +$207K | 0.19% | 106 |
|