SignatureFD’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
11,368
+606
| +6% | +$93.2K | 0.03% | 226 |
|
|
2025
Q1 | $1.65M | Buy |
10,762
+465
| +5% | +$71.2K | 0.03% | 219 |
|
|
2024
Q4 | $1.3M | Buy |
10,297
+550
| +6% | +$69.3K | 0.02% | 265 |
|
|
2024
Q3 | $1.25M | Buy |
9,747
+497
| +5% | +$63.6K | 0.02% | 271 |
|
|
2024
Q2 | $964K | Buy |
9,250
+142
| +2% | +$14.8K | 0.02% | 316 |
|
|
2024
Q1 | $851K | Buy |
9,108
+577
| +7% | +$53.9K | 0.02% | 351 |
|
|
2023
Q4 | $769K | Buy |
8,531
+563
| +7% | +$50.8K | 0.02% | 349 |
|
|
2023
Q3 | $653K | Buy |
7,968
+844
| +12% | +$69.1K | 0.02% | 362 |
|
|
2023
Q2 | $576K | Buy |
7,124
+622
| +10% | +$50.3K | 0.01% | 393 |
|
|
2023
Q1 | $466K | Buy |
6,502
+701
| +12% | +$50.3K | 0.01% | 458 |
|
|
2022
Q4 | $380K | Buy |
5,801
+1,738
| +43% | +$114K | 0.01% | 499 |
|
|
2022
Q3 | $261K | Buy |
4,063
+812
| +25% | +$52.2K | 0.01% | 583 |
|
|
2022
Q2 | $268K | Sell |
3,251
-527
| -14% | -$43.4K | 0.01% | 583 |
|
|
2022
Q1 | $363K | Buy |
3,778
+1,147
| +44% | +$110K | 0.01% | 514 |
|
|
2021
Q4 | $226K | Buy |
2,631
+74
| +3% | +$6.36K | 0.01% | 677 |
|
|
2021
Q3 | $211K | Sell |
2,557
-248
| -9% | -$20.5K | 0.01% | 668 |
|
|
2021
Q2 | $233K | Buy |
2,805
+858
| +44% | +$71.3K | 0.01% | 607 |
|
|
2021
Q1 | $139K | Buy |
1,947
+170
| +10% | +$12.1K | 0.01% | 738 |
|
|
2020
Q4 | $115K | Sell |
1,777
-14
| -0.8% | -$906 | 0.01% | 728 |
|
|
2020
Q3 | $99K | Buy |
1,791
+256
| +17% | +$14.2K | 0.01% | 707 |
|
|
2020
Q2 | $79K | Sell |
1,535
-1,655
| -52% | -$85.2K | ﹤0.01% | 770 |
|
|
2020
Q1 | $146K | Buy |
3,190
+226
| +8% | +$10.3K | 0.01% | 508 |
|
|
2019
Q4 | $242K | Sell |
2,964
-50
| -2% | -$4.08K | 0.02% | 408 |
|
|
2019
Q3 | $273K | Buy |
3,014
+281
| +10% | +$25.5K | 0.02% | 332 |
|
|
2019
Q2 | $223K | Sell |
2,733
-432
| -14% | -$35.2K | 0.02% | 360 |
|
|
2019
Q1 | $246K | Sell |
3,165
-52
| -2% | -$4.04K | 0.02% | 331 |
|
|
2018
Q4 | $223K | Buy |
3,217
+260
| +9% | +$18K | 0.02% | 333 |
|
|
2018
Q3 | $190K | Buy |
2,957
+44
| +2% | +$2.83K | 0.02% | 431 |
|
|
2018
Q2 | $183K | Buy |
2,913
+1,590
| +120% | +$99.9K | 0.02% | 418 |
|
|
2018
Q1 | $72K | Buy |
+1,323
| New | +$72K | 0.01% | 631 |
|
|
2016
Q4 | – | Sell |
-1,128
| Closed | -$84K | – | 1228 |
|
|
2016
Q3 | $84K | Buy |
1,128
+1,051
| +1,365% | +$78.3K | 0.01% | 405 |
|
|
2016
Q2 | $6K | Buy |
77
+43
| +126% | +$3.35K | ﹤0.01% | 1059 |
|
|
2016
Q1 | $2K | Sell |
34
-282
| -89% | -$16.6K | ﹤0.01% | 1192 |
|
|
2015
Q4 | $22K | Sell |
316
-209
| -40% | -$14.6K | ﹤0.01% | 546 |
|
|
2015
Q3 | $36K | Buy |
525
+440
| +518% | +$30.2K | 0.01% | 412 |
|
|
2015
Q2 | $6K | Buy |
85
+7
| +9% | +$494 | ﹤0.01% | 726 |
|
|
2015
Q1 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 645 |
|
|
2014
Q3 | – | Sell |
-206
| Closed | -$13K | – | 897 |
|
|
2014
Q2 | $13K | Buy |
206
+163
| +379% | +$10.3K | ﹤0.01% | 422 |
|
|
2014
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 594 |
|
|
2013
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 601 |
|
|
2013
Q3 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 533 |
|