SouthState Corp’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8K Sell
122
-47
-28% -$7.23K ﹤0.01% 666
2025
Q1
$25.9K Buy
169
+148
+705% +$22.7K ﹤0.01% 635
2024
Q4
$2.65K Hold
21
﹤0.01% 627
2024
Q3
$2.69K Hold
21
﹤0.01% 561
2024
Q2
$2.19K Buy
+21
New +$2.19K ﹤0.01% 593
2022
Q3
Sell
-46
Closed -$4K 747
2022
Q2
$4K Buy
+46
New +$4K ﹤0.01% 659
2018
Q1
Sell
-3,472
Closed -$221K 300
2017
Q4
$221K Buy
+3,472
New +$221K 0.02% 288
2013
Q3
Sell
-3,134
Closed -$210K 259
2013
Q2
$210K Buy
+3,134
New +$210K 0.04% 203