Sowell Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,345
-131
| -9% | -$20.1K | 0.01% | 957 |
|
|
2025
Q1 | $226K | Buy |
+1,476
| New | +$226K | 0.01% | 884 |
|
|
2021
Q2 | – | Sell |
-1,640
| Closed | -$121K | – | 2728 |
|
|
2021
Q1 | $121K | Sell |
1,640
-12
| -0.7% | -$885 | ﹤0.01% | 1281 |
|
|
2020
Q4 | $107K | Sell |
1,652
-523
| -24% | -$33.9K | ﹤0.01% | 1127 |
|
|
2020
Q3 | $120K | Sell |
2,175
-376
| -15% | -$20.7K | 0.01% | 911 |
|
|
2020
Q2 | $132K | Sell |
2,551
-462
| -15% | -$23.9K | 0.01% | 878 |
|
|
2020
Q1 | $138K | Sell |
3,013
-381
| -11% | -$17.5K | 0.01% | 760 |
|
|
2019
Q4 | $278K | Buy |
3,394
+19
| +0.6% | +$1.56K | 0.02% | 608 |
|
|
2019
Q3 | $306K | Buy |
+3,375
| New | +$306K | 0.03% | 531 |
|
|
2019
Q1 | $255K | Sell |
3,282
-443
| -12% | -$34.4K | 0.03% | 483 |
|
|
2018
Q4 | $259K | Sell |
3,725
-164
| -4% | -$11.4K | 0.04% | 415 |
|
|
2018
Q3 | $250K | Buy |
+3,889
| New | +$250K | 0.04% | 294 |
|