Sigma Planning Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
9,691
+700
| +8% | +$108K | 0.04% | 377 |
|
|
2025
Q1 | $1.38M | Buy |
8,991
+2,715
| +43% | +$416K | 0.04% | 380 |
|
|
2024
Q4 | $791K | Buy |
6,276
+752
| +14% | +$94.8K | 0.02% | 577 |
|
|
2024
Q3 | $707K | Buy |
5,524
+3,448
| +166% | +$441K | 0.02% | 616 |
|
|
2024
Q2 | $216K | Sell |
2,076
-618
| -23% | -$64.4K | 0.01% | 1053 |
|
|
2024
Q1 | $252K | Buy |
+2,694
| New | +$252K | 0.01% | 1035 |
|
|
2023
Q4 | – | Sell |
-3,779
| Closed | -$310K | – | 1176 |
|
|
2023
Q3 | $310K | Buy |
3,779
+249
| +7% | +$20.4K | 0.01% | 907 |
|
|
2023
Q2 | $286K | Sell |
3,530
-1,090
| -24% | -$88.2K | 0.01% | 956 |
|
|
2023
Q1 | $331K | Buy |
4,620
+769
| +20% | +$55.1K | 0.01% | 967 |
|
|
2022
Q4 | $252K | Sell |
3,851
-3,174
| -45% | -$208K | 0.01% | 1041 |
|
|
2022
Q3 | $452K | Sell |
7,025
-911
| -11% | -$58.6K | 0.02% | 768 |
|
|
2022
Q2 | $654K | Sell |
7,936
-367
| -4% | -$30.2K | 0.02% | 637 |
|
|
2022
Q1 | $798K | Sell |
8,303
-657
| -7% | -$63.1K | 0.02% | 628 |
|
|
2021
Q4 | $769K | Sell |
8,960
-129
| -1% | -$11.1K | 0.02% | 651 |
|
|
2021
Q3 | $749K | Buy |
9,089
+396
| +5% | +$32.6K | 0.02% | 641 |
|
|
2021
Q2 | $722K | Sell |
8,693
-1,410
| -14% | -$117K | 0.02% | 664 |
|
|
2021
Q1 | $724K | Buy |
10,103
+937
| +10% | +$67.1K | 0.02% | 607 |
|
|
2020
Q4 | $592K | Sell |
9,166
-771
| -8% | -$49.8K | 0.02% | 624 |
|
|
2020
Q3 | $547K | Sell |
9,937
-281
| -3% | -$15.5K | 0.02% | 574 |
|
|
2020
Q2 | $529K | Buy |
10,218
+33
| +0.3% | +$1.71K | 0.02% | 566 |
|
|
2020
Q1 | $466K | Buy |
10,185
+505
| +5% | +$23.1K | 0.03% | 498 |
|
|
2019
Q4 | $792K | Sell |
9,680
-548
| -5% | -$44.8K | 0.03% | 459 |
|
|
2019
Q3 | $927K | Sell |
10,228
-88
| -0.9% | -$7.98K | 0.04% | 385 |
|
|
2019
Q2 | $841K | Buy |
10,316
+71
| +0.7% | +$5.79K | 0.04% | 388 |
|
|
2019
Q1 | $795K | Buy |
10,245
+197
| +2% | +$15.3K | 0.05% | 371 |
|
|
2018
Q4 | $697K | Buy |
10,048
+149
| +2% | +$10.3K | 0.05% | 334 |
|
|
2018
Q3 | $637K | Sell |
9,899
-196
| -2% | -$12.6K | 0.04% | 406 |
|
|
2018
Q2 | $633K | Sell |
10,095
-949
| -9% | -$59.5K | 0.04% | 391 |
|
|
2018
Q1 | $601K | Sell |
11,044
-1,747
| -14% | -$95.1K | 0.04% | 389 |
|
|
2017
Q4 | $816K | Sell |
12,791
-375
| -3% | -$23.9K | 0.06% | 304 |
|
|
2017
Q3 | $925K | Buy |
13,166
+1,409
| +12% | +$99K | 0.08% | 258 |
|
|
2017
Q2 | $880K | Sell |
11,757
-1,374
| -10% | -$103K | 0.08% | 268 |
|
|
2017
Q1 | $930K | Sell |
13,131
-4,121
| -24% | -$292K | 0.09% | 246 |
|
|
2016
Q4 | $1.16M | Buy |
17,252
+3,475
| +25% | +$233K | 0.13% | 193 |
|
|
2016
Q3 | $1.03M | Buy |
13,777
+2,398
| +21% | +$179K | 0.12% | 197 |
|
|
2016
Q2 | $867K | Buy |
11,379
+405
| +4% | +$30.9K | 0.11% | 208 |
|
|
2016
Q1 | $761K | Sell |
10,974
-95
| -0.9% | -$6.59K | 0.1% | 226 |
|
|
2015
Q4 | $753K | Buy |
11,069
+399
| +4% | +$27.1K | 0.11% | 225 |
|
|
2015
Q3 | $723K | Sell |
10,670
-2,717
| -20% | -$184K | 0.11% | 216 |
|
|
2015
Q2 | $879K | Buy |
13,387
+728
| +6% | +$47.8K | 0.12% | 206 |
|
|
2015
Q1 | $979K | Sell |
12,659
-202
| -2% | -$15.6K | 0.13% | 199 |
|
|
2014
Q4 | $973K | Buy |
+12,861
| New | +$973K | 0.13% | 187 |
|