Rothschild Investment 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 | $224K | Buy |
1,460
+44
| +3% | +$6.76K | 0.01% | 483 |
|
|
2025
Q1 | $217K | Buy |
1,416
+53
| +4% | +$8.12K | 0.01% | 487 |
|
|
2024
Q4 | $172K | Buy |
1,363
+21
| +2% | +$2.65K | 0.01% | 540 |
|
|
2024
Q3 | $172K | Buy |
1,342
+25
| +2% | +$3.2K | 0.01% | 543 |
|
|
2024
Q2 | $137K | Buy |
1,317
+129
| +11% | +$13.4K | 0.01% | 566 |
|
|
2024
Q1 | $111K | Buy |
1,188
+20
| +2% | +$1.87K | 0.01% | 579 |
|
|
2023
Q4 | $105K | Buy |
+1,168
| New | +$105K | 0.01% | 522 |
|