Savant Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
10,609
+802
| +8% | +$123K | 0.01% | 627 |
|
|
2025
Q1 | $1.5M | Buy |
9,807
+836
| +9% | +$128K | 0.01% | 610 |
|
|
2024
Q4 | $1.13M | Buy |
8,971
+2,823
| +46% | +$356K | 0.01% | 607 |
|
|
2024
Q3 | $787K | Sell |
6,148
-2,121
| -26% | -$272K | 0.01% | 723 |
|
|
2024
Q2 | $862K | Buy |
8,269
+430
| +5% | +$44.8K | 0.01% | 630 |
|
|
2024
Q1 | $732K | Buy |
7,839
+599
| +8% | +$56K | 0.01% | 632 |
|
|
2023
Q4 | $653K | Buy |
7,240
+3,591
| +98% | +$324K | 0.01% | 506 |
|
|
2023
Q3 | $299K | Sell |
3,649
-33
| -0.9% | -$2.7K | ﹤0.01% | 650 |
|
|
2023
Q2 | $298K | Buy |
3,682
+490
| +15% | +$39.6K | ﹤0.01% | 647 |
|
|
2023
Q1 | $229K | Buy |
+3,192
| New | +$229K | ﹤0.01% | 653 |
|