Salem Investment Counselors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5K | Sell |
231
-24
| -9% | -$3.69K | ﹤0.01% | 641 |
|
|
2025
Q1 | $39.1K | Buy |
255
+24
| +10% | +$3.68K | ﹤0.01% | 609 |
|
|
2024
Q4 | $29.1K | Hold |
231
| – | – | ﹤0.01% | 676 |
|
|
2024
Q3 | $29.6K | Hold |
231
| – | – | ﹤0.01% | 683 |
|
|
2024
Q2 | $24.1K | Hold |
231
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $21.6K | Sell |
231
-194
| -46% | -$18.1K | ﹤0.01% | 699 |
|
|
2023
Q4 | $38.3K | Buy |
425
+194
| +84% | +$17.5K | ﹤0.01% | 594 |
|
|
2023
Q3 | $18.9K | Hold |
231
| – | – | ﹤0.01% | 679 |
|
|
2023
Q2 | $18.7K | Hold |
231
| – | – | ﹤0.01% | 704 |
|
|
2023
Q1 | $16.6K | Hold |
231
| – | – | ﹤0.01% | 726 |
|
|
2022
Q4 | $15.1K | Hold |
231
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $15K | Hold |
231
| – | – | ﹤0.01% | 686 |
|
|
2022
Q2 | $19K | Sell |
231
-4,000
| -95% | -$329K | ﹤0.01% | 670 |
|
|
2022
Q1 | $407K | Buy |
4,231
+4,000
| +1,732% | +$385K | 0.02% | 276 |
|
|
2021
Q4 | $20K | Buy |
+231
| New | +$20K | ﹤0.01% | 710 |
|
|
2020
Q1 | – | Sell |
-158
| Closed | -$13K | – | 720 |
|
|
2019
Q4 | $13K | Buy |
+158
| New | +$13K | ﹤0.01% | 544 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$6K | – | 673 |
|
|
2017
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 511 |
|