Sound Income Strategies’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Sell |
185
-73
| -28% | -$11.2K | ﹤0.01% | 669 |
|
|
2025
Q1 | $39.5K | Buy |
258
+3
| +1% | +$459 | ﹤0.01% | 560 |
|
|
2024
Q4 | $32.1K | Buy |
255
+64
| +34% | +$8.06K | ﹤0.01% | 571 |
|
|
2024
Q3 | $24.5K | Buy |
191
+15
| +9% | +$1.92K | ﹤0.01% | 599 |
|
|
2024
Q2 | $18.4K | Sell |
176
-333
| -65% | -$34.7K | ﹤0.01% | 644 |
|
|
2024
Q1 | $47.6K | Buy |
509
+334
| +191% | +$31.2K | ﹤0.01% | 419 |
|
|
2023
Q4 | $15.8K | Hold |
175
| – | – | ﹤0.01% | 635 |
|
|
2023
Q3 | $14.3K | Hold |
175
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $14.2K | Hold |
175
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $12.5K | Hold |
175
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $11.5K | Buy |
+175
| New | +$11.5K | ﹤0.01% | 490 |
|
|
2021
Q2 | – | Sell |
-675
| Closed | -$48.4K | – | 1048 |
|
|
2021
Q1 | $48.4K | Sell |
675
-35
| -5% | -$2.51K | 0.01% | 220 |
|
|
2020
Q4 | $46K | Hold |
710
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $39K | Buy |
710
+31
| +5% | +$1.7K | 0.01% | 203 |
|
|
2020
Q2 | $35K | Sell |
679
-126
| -16% | -$6.5K | 0.01% | 197 |
|
|
2020
Q1 | $37K | Buy |
805
+300
| +59% | +$13.8K | 0.01% | 161 |
|
|
2019
Q4 | $41K | Hold |
505
| – | – | 0.01% | 149 |
|
|
2019
Q3 | $46K | Hold |
505
| – | – | 0.01% | 127 |
|
|
2019
Q2 | $41K | Hold |
505
| – | – | 0.01% | 143 |
|
|
2019
Q1 | $39K | Hold |
505
| – | – | 0.02% | 152 |
|
|
2018
Q4 | $35K | Hold |
505
| – | – | 0.02% | 168 |
|
|
2018
Q3 | $32K | Hold |
505
| – | – | 0.02% | 183 |
|
|
2018
Q2 | $32K | Sell |
505
-24
| -5% | -$1.52K | 0.02% | 161 |
|
|
2018
Q1 | $29K | Hold |
529
| – | – | 0.02% | 164 |
|
|
2017
Q4 | $29K | Buy |
+529
| New | +$29K | 0.02% | 121 |
|