Sanibel Captiva Trust Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
9,342
+225
| +2% | +$34.6K | 0.04% | 196 |
|
|
2025
Q1 | $1.4M | Sell |
9,117
-709
| -7% | -$109K | 0.05% | 193 |
|
|
2024
Q4 | $1.24M | Hold |
9,826
| – | – | 0.04% | 204 |
|
|
2024
Q3 | $1.26M | Sell |
9,826
-353
| -3% | -$45.2K | 0.04% | 202 |
|
|
2024
Q2 | $1.06M | Sell |
10,179
-267
| -3% | -$27.8K | 0.04% | 204 |
|
|
2024
Q1 | $976K | Sell |
10,446
-84
| -0.8% | -$7.85K | 0.03% | 205 |
|
|
2023
Q4 | $949K | Buy |
+10,530
| New | +$949K | 0.04% | 192 |
|