Romano Brothers & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Sell |
24,512
-475
| -2% | -$73K | 0.47% | 62 |
|
|
2025
Q1 | $3.83M | Sell |
24,987
-466
| -2% | -$71.4K | 0.5% | 64 |
|
|
2024
Q4 | $3.21M | Sell |
25,453
-600
| -2% | -$75.6K | 0.4% | 75 |
|
|
2024
Q3 | $3.34M | Sell |
26,053
-100
| -0.4% | -$12.8K | 0.42% | 76 |
|
|
2024
Q2 | $2.73M | Sell |
26,153
-350
| -1% | -$36.5K | 0.38% | 82 |
|
|
2024
Q1 | $2.48M | Sell |
26,503
-402
| -1% | -$37.6K | 0.34% | 89 |
|
|
2023
Q4 | $2.43M | Buy |
26,905
+214
| +0.8% | +$19.3K | 0.36% | 89 |
|
|
2023
Q3 | $2.19M | Buy |
26,691
+8
| +0% | +$655 | 0.34% | 90 |
|
|
2023
Q2 | $2.16M | Sell |
26,683
-925
| -3% | -$74.8K | 0.32% | 97 |
|
|
2023
Q1 | $1.98M | Sell |
27,608
-795
| -3% | -$57K | 0.31% | 100 |
|
|
2022
Q4 | $1.86M | Sell |
28,403
-300
| -1% | -$19.7K | 0.28% | 103 |
|
|
2022
Q3 | $1.85M | Buy |
+28,703
| New | +$1.85M | 0.3% | 100 |
|