Sachetta’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Buy |
390
+11
| +3% | +$1.69K | 0.02% | 232 |
|
|
2025
Q1 | $58.1K | Sell |
379
-1
| -0.3% | -$153 | 0.02% | 238 |
|
|
2024
Q4 | $47.9K | Buy |
380
+1
| +0.3% | +$126 | 0.02% | 269 |
|
|
2024
Q3 | $48.5K | Buy |
379
+300
| +380% | +$38.4K | 0.02% | 279 |
|
|
2024
Q2 | $8.87K | Sell |
79
-707
| -90% | -$79.4K | ﹤0.01% | 470 |
|
|
2024
Q1 | $70.9K | Hold |
786
| – | – | 0.03% | 215 |
|
|
2023
Q4 | $70.9K | Buy |
+786
| New | +$70.9K | 0.03% | 215 |
|