Sheaff Brock Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.54M | Sell |
16,586
-1,025
| -6% | -$157K | 0.23% | 83 |
|
|
2024
Q4 | $2.22M | Sell |
17,611
-1,498
| -8% | -$189K | 0.19% | 93 |
|
|
2024
Q3 | $2.45M | Sell |
19,109
-268
| -1% | -$34.3K | 0.21% | 90 |
|
|
2024
Q2 | $2.02M | Sell |
19,377
-1,362
| -7% | -$142K | 0.19% | 106 |
|
|
2024
Q1 | $1.94M | Sell |
20,739
-303
| -1% | -$28.3K | 0.12% | 116 |
|
|
2023
Q4 | $1.9M | Sell |
21,042
-51
| -0.2% | -$4.6K | 0.15% | 106 |
|
|
2023
Q3 | $1.73M | Buy |
21,093
+14,684
| +229% | +$1.2M | 0.16% | 105 |
|
|
2023
Q2 | $518K | Buy |
6,409
+250
| +4% | +$20.2K | 0.04% | 252 |
|
|
2023
Q1 | $442K | Hold |
6,159
| – | – | 0.04% | 273 |
|
|
2022
Q4 | $404K | Hold |
6,159
| – | – | 0.04% | 278 |
|
|
2022
Q3 | $396K | Hold |
6,159
| – | – | 0.04% | 269 |
|
|
2022
Q2 | $507K | Sell |
6,159
-135
| -2% | -$11.1K | 0.04% | 240 |
|
|
2022
Q1 | $605K | Sell |
6,294
-1,600
| -20% | -$154K | 0.04% | 240 |
|
|
2021
Q4 | $677K | Hold |
7,894
| – | – | 0.05% | 224 |
|
|
2021
Q3 | $650K | Sell |
7,894
-135
| -2% | -$11.1K | 0.05% | 219 |
|
|
2021
Q2 | $667K | Hold |
8,029
| – | – | 0.05% | 220 |
|
|
2021
Q1 | $575K | Hold |
8,029
| – | – | 0.05% | 229 |
|
|
2020
Q4 | $519K | Buy |
8,029
+800
| +11% | +$51.7K | 0.04% | 227 |
|
|
2020
Q3 | $398K | Sell |
7,229
-700
| -9% | -$38.5K | 0.04% | 249 |
|
|
2020
Q2 | $410K | Buy |
7,929
+100
| +1% | +$5.17K | 0.04% | 239 |
|
|
2020
Q1 | $358K | Hold |
7,829
| – | – | 0.05% | 235 |
|
|
2019
Q4 | $640K | Sell |
7,829
-131
| -2% | -$10.7K | 0.06% | 208 |
|
|
2019
Q3 | $722K | Sell |
7,960
-129
| -2% | -$11.7K | 0.08% | 183 |
|
|
2019
Q2 | $659K | Buy |
8,089
+60
| +0.7% | +$4.89K | 0.07% | 201 |
|
|
2019
Q1 | $623K | Hold |
8,029
| – | – | 0.08% | 215 |
|
|
2018
Q4 | $557K | Buy |
8,029
+500
| +7% | +$34.7K | 0.09% | 213 |
|
|
2018
Q3 | $484K | Buy |
7,529
+50
| +0.7% | +$3.21K | 0.05% | 268 |
|
|
2018
Q2 | $469K | Hold |
7,479
| – | – | 0.05% | 261 |
|
|
2018
Q1 | $407K | Buy |
7,479
+15
| +0.2% | +$816 | 0.04% | 285 |
|
|
2017
Q4 | $476K | Sell |
7,464
-400
| -5% | -$25.5K | 0.06% | 265 |
|
|
2017
Q3 | $553K | Buy |
7,864
+200
| +3% | +$14.1K | 0.07% | 242 |
|
|
2017
Q2 | $574K | Buy |
7,664
+1,500
| +24% | +$112K | 0.08% | 249 |
|
|
2017
Q1 | $437K | Buy |
6,164
+100
| +2% | +$7.09K | 0.06% | 304 |
|
|
2016
Q4 | $406K | Buy |
6,064
+2,016
| +50% | +$135K | 0.05% | 320 |
|
|
2016
Q3 | $303K | Sell |
4,048
-3,504
| -46% | -$262K | 0.04% | 351 |
|
|
2016
Q2 | $575K | Buy |
7,552
+3,009
| +66% | +$229K | 0.07% | 255 |
|
|
2016
Q1 | $315K | Buy |
4,543
+59
| +1% | +$4.09K | 0.04% | 377 |
|
|
2015
Q4 | $305K | Buy |
+4,484
| New | +$305K | 0.03% | 403 |
|