Sittner & Nelson’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Hold |
171
| – | – | 0.01% | 298 |
|
|
2025
Q1 | $26.2K | Hold |
171
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $21.6K | Hold |
171
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $21.9K | Hold |
171
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $17.8K | Hold |
171
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $16K | Hold |
171
| – | – | 0.01% | 303 |
|
|
2023
Q4 | $15.4K | Hold |
171
| – | – | 0.01% | 308 |
|
|
2023
Q3 | $14K | Hold |
171
| – | – | 0.01% | 310 |
|
|
2023
Q2 | $13.8K | Hold |
171
| – | – | 0.01% | 322 |
|
|
2023
Q1 | $12.3K | Hold |
171
| – | – | 0.01% | 349 |
|
|
2022
Q4 | $11.2K | Sell |
171
-25
| -13% | -$1.64K | 0.01% | 329 |
|
|
2022
Q3 | $13K | Hold |
196
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $16K | Hold |
196
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $19K | Buy |
196
+25
| +15% | +$2.42K | 0.01% | 281 |
|
|
2021
Q4 | $15K | Hold |
171
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $14K | Hold |
171
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $14K | Hold |
171
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $12K | Hold |
171
| – | – | 0.01% | 287 |
|
|
2020
Q4 | $11K | Buy |
+171
| New | +$11K | 0.01% | 281 |
|