SIC
SJS Investment Consulting’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
1,009
+73
| +8% | +$11.2K | 0.02% | 113 |
|
|
2025
Q1 | $143K | Sell |
936
-110
| -11% | -$16.9K | 0.02% | 114 |
|
|
2024
Q4 | $132K | Hold |
1,046
| – | – | 0.02% | 114 |
|
|
2024
Q3 | $134K | Sell |
1,046
-253
| -19% | -$32.4K | 0.02% | 123 |
|
|
2024
Q2 | $135K | Sell |
1,299
-57
| -4% | -$5.94K | 0.03% | 108 |
|
|
2024
Q1 | $127K | Buy |
1,356
+183
| +16% | +$17.1K | 0.03% | 113 |
|
|
2023
Q4 | $106K | Hold |
1,173
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $96.1K | Hold |
1,173
| – | – | 0.02% | 113 |
|
|
2023
Q2 | $94.9K | Hold |
1,173
| – | – | 0.02% | 106 |
|
|
2023
Q1 | $84.1K | Hold |
1,173
| – | – | 0.02% | 118 |
|
|
2022
Q4 | $76.9K | Hold |
1,173
| – | – | 0.02% | 129 |
|
|
2022
Q3 | $75K | Buy |
+1,173
| New | +$75K | 0.03% | 127 |
|
|
2022
Q1 | $115K | Buy |
1,193
+20
| +2% | +$1.93K | 0.04% | 123 |
|
|
2021
Q4 | $101K | Buy |
+1,173
| New | +$101K | 0.03% | 126 |
|