Snowden Capital Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
9,777
+268
| +3% | +$41.2K | 0.04% | 388 |
|
|
2025
Q1 | $1.46M | Sell |
9,509
-1,103
| -10% | -$169K | 0.05% | 388 |
|
|
2024
Q4 | $1.34M | Sell |
10,612
-50
| -0.5% | -$6.3K | 0.04% | 411 |
|
|
2024
Q3 | $1.37M | Sell |
10,662
-748
| -7% | -$95.8K | 0.04% | 435 |
|
|
2024
Q2 | $1.19M | Sell |
11,410
-523
| -4% | -$54.5K | 0.04% | 459 |
|
|
2024
Q1 | $1.12M | Buy |
11,933
+1,277
| +12% | +$119K | 0.03% | 473 |
|
|
2023
Q4 | $961K | Buy |
10,656
+786
| +8% | +$70.9K | 0.04% | 454 |
|
|
2023
Q3 | $809K | Buy |
9,870
+213
| +2% | +$17.4K | 0.03% | 462 |
|
|
2023
Q2 | $781K | Sell |
9,657
-1,101
| -10% | -$89.1K | 0.03% | 530 |
|
|
2023
Q1 | $771K | Buy |
10,758
+822
| +8% | +$58.9K | 0.03% | 537 |
|
|
2022
Q4 | $651K | Buy |
9,936
+965
| +11% | +$63.3K | 0.03% | 601 |
|
|
2022
Q3 | $577K | Buy |
8,971
+793
| +10% | +$51K | 0.03% | 593 |
|
|
2022
Q2 | $673K | Buy |
8,178
+366
| +5% | +$30.1K | 0.03% | 525 |
|
|
2022
Q1 | $751K | Buy |
7,812
+3,558
| +84% | +$342K | 0.03% | 513 |
|
|
2021
Q4 | $364K | Sell |
4,254
-3,922
| -48% | -$336K | 0.02% | 522 |
|
|
2021
Q3 | $674K | Sell |
8,176
-3,889
| -32% | -$320K | 0.03% | 458 |
|
|
2021
Q2 | $1M | Sell |
12,065
-815
| -6% | -$67.7K | 0.05% | 374 |
|
|
2021
Q1 | $923K | Buy |
12,880
+1,079
| +9% | +$77.3K | 0.05% | 362 |
|
|
2020
Q4 | $763K | Buy |
11,801
+387
| +3% | +$25K | 0.05% | 350 |
|
|
2020
Q3 | $629K | Sell |
11,414
-873
| -7% | -$48.1K | 0.05% | 341 |
|
|
2020
Q2 | $636K | Sell |
12,287
-9,228
| -43% | -$478K | 0.05% | 326 |
|
|
2020
Q1 | $985K | Sell |
21,515
-3,330
| -13% | -$152K | 0.11% | 241 |
|
|
2019
Q4 | $2.03M | Sell |
24,845
-19,542
| -44% | -$1.6M | 0.18% | 167 |
|
|
2019
Q3 | $4.02M | Buy |
44,387
+146
| +0.3% | +$13.2K | 0.4% | 69 |
|
|
2019
Q2 | $3.61M | Sell |
44,241
-317
| -0.7% | -$25.8K | 0.37% | 79 |
|
|
2019
Q1 | $3.46M | Buy |
44,558
+494
| +1% | +$38.3K | 0.38% | 75 |
|
|
2018
Q4 | $3.06M | Buy |
44,064
+520
| +1% | +$36.1K | 0.4% | 68 |
|
|
2018
Q3 | $2.8M | Buy |
43,544
+2,063
| +5% | +$133K | 0.32% | 95 |
|
|
2018
Q2 | $2.6M | Buy |
41,481
+1,441
| +4% | +$90.3K | 0.34% | 84 |
|
|
2018
Q1 | $2.18M | Buy |
40,040
+2,127
| +6% | +$116K | 0.32% | 106 |
|
|
2017
Q4 | $2.42M | Buy |
37,913
+1,918
| +5% | +$122K | 0.35% | 85 |
|
|
2017
Q3 | $2.53M | Buy |
35,995
+503
| +1% | +$35.4K | 0.41% | 69 |
|
|
2017
Q2 | $2.66M | Buy |
35,492
+3,238
| +10% | +$242K | 0.5% | 56 |
|
|
2017
Q1 | $2.28M | Buy |
32,254
+1,634
| +5% | +$116K | 0.5% | 55 |
|
|
2016
Q4 | $2.05M | Buy |
30,620
+1,692
| +6% | +$113K | 0.52% | 56 |
|
|
2016
Q3 | $2.16M | Buy |
28,928
+2,310
| +9% | +$173K | 0.59% | 49 |
|
|
2016
Q2 | $2.03M | Buy |
26,618
+2,702
| +11% | +$206K | 0.61% | 48 |
|
|
2016
Q1 | $1.66M | Buy |
+23,916
| New | +$1.66M | 0.57% | 50 |
|