Shelton Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $584K | Hold |
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|
2025
Q2 | $504K | Hold |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Hold |
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|
2019
Q3 | $280K | Hold |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $4.39K | Sell |
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|
2018
Q4 | $208K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $224K | Buy |
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|
2017
Q1 | $206K | Sell |
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|
2016
Q4 | $202K | Buy |
|