Siemens Fonds Invest’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
18,944
+1,621
| +9% | +$249K | 0.17% | 144 |
|
|
2025
Q1 | $2.65M | Buy |
17,323
+496
| +3% | +$76K | 0.18% | 144 |
|
|
2024
Q4 | $2.1M | Buy |
16,827
+9,183
| +120% | +$1.15M | 0.14% | 169 |
|
|
2024
Q3 | $979K | Buy |
7,644
+1,094
| +17% | +$140K | 0.08% | 205 |
|
|
2024
Q2 | $683K | Buy |
6,550
+672
| +11% | +$70.1K | 0.05% | 236 |
|
|
2024
Q1 | $549K | Buy |
5,878
+83
| +1% | +$7.76K | 0.04% | 266 |
|
|
2023
Q4 | $523K | Buy |
5,795
+1,656
| +40% | +$149K | 0.04% | 265 |
|
|
2023
Q3 | $339K | Hold |
4,139
| – | – | 0.03% | 302 |
|
|
2023
Q2 | $333K | Buy |
4,139
+110
| +3% | +$8.85K | 0.03% | 297 |
|
|
2023
Q1 | $289K | Sell |
4,029
-53
| -1% | -$3.8K | 0.03% | 314 |
|
|
2022
Q4 | $268K | Sell |
4,082
-486
| -11% | -$31.9K | 0.03% | 325 |
|
|
2022
Q3 | $294K | Hold |
4,568
| – | – | 0.03% | 315 |
|
|
2022
Q2 | $376K | Buy |
4,568
+97
| +2% | +$7.98K | 0.04% | 292 |
|
|
2022
Q1 | $430K | Buy |
4,471
+124
| +3% | +$11.9K | 0.03% | 295 |
|
|
2021
Q4 | $373K | Sell |
4,347
-15
| -0.3% | -$1.29K | 0.02% | 325 |
|
|
2021
Q3 | $359K | Buy |
+4,362
| New | +$359K | 0.02% | 312 |
|