Sequoia Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
14,574
+4,391
| +43% | +$675K | 0.02% | 439 |
|
|
2025
Q1 | $1.56M | Buy |
10,183
+1,052
| +12% | +$161K | 0.01% | 490 |
|
|
2024
Q4 | $1.15M | Buy |
9,131
+1,307
| +17% | +$165K | 0.01% | 541 |
|
|
2024
Q3 | $1M | Buy |
7,824
+331
| +4% | +$42.4K | 0.01% | 546 |
|
|
2024
Q2 | $781K | Sell |
7,493
-181
| -2% | -$18.9K | 0.01% | 549 |
|
|
2024
Q1 | $717K | Sell |
7,674
-2,015
| -21% | -$188K | 0.01% | 577 |
|
|
2023
Q4 | $874K | Buy |
9,689
+3,317
| +52% | +$299K | 0.01% | 567 |
|
|
2023
Q3 | $522K | Buy |
6,372
+119
| +2% | +$9.75K | 0.01% | 512 |
|
|
2023
Q2 | $506K | Buy |
6,253
+150
| +2% | +$12.1K | 0.01% | 520 |
|
|
2023
Q1 | $437K | Sell |
6,103
-105
| -2% | -$7.53K | 0.01% | 502 |
|
|
2022
Q4 | $407K | Buy |
6,208
+1,299
| +26% | +$85.2K | 0.01% | 489 |
|
|
2022
Q3 | $316K | Buy |
4,909
+127
| +3% | +$8.18K | 0.01% | 376 |
|
|
2022
Q2 | $394K | Sell |
4,782
-472
| -9% | -$38.9K | 0.01% | 379 |
|
|
2022
Q1 | $505K | Buy |
5,254
+1,373
| +35% | +$132K | 0.01% | 356 |
|
|
2021
Q4 | $333K | Buy |
+3,881
| New | +$333K | 0.01% | 418 |
|
|
2020
Q1 | – | Sell |
-3,679
| Closed | -$301K | – | 415 |
|
|
2019
Q4 | $301K | Sell |
3,679
-239
| -6% | -$19.6K | 0.02% | 300 |
|
|
2019
Q3 | $355K | Sell |
3,918
-246
| -6% | -$22.3K | 0.03% | 254 |
|
|
2019
Q2 | $339K | Sell |
4,164
-961
| -19% | -$78.2K | 0.03% | 266 |
|
|
2019
Q1 | $398K | Buy |
+5,125
| New | +$398K | 0.03% | 223 |
|
|
2014
Q1 | – | Sell |
-4,939
| Closed | -$265K | – | 164 |
|
|
2013
Q4 | $265K | Buy |
+4,939
| New | +$265K | 0.22% | 106 |
|