Spire Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Sell |
160
-314
| -66% | -$48.3K | ﹤0.01% | 1443 |
|
|
2025
Q1 | $72.6K | Sell |
474
-7
| -1% | -$1.07K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $60.6K | Buy |
481
+16
| +3% | +$2.02K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $59.5K | Buy |
465
+2
| +0.4% | +$256 | ﹤0.01% | 1079 |
|
|
2024
Q2 | $48.3K | Sell |
463
-1,234
| -73% | -$129K | ﹤0.01% | 1135 |
|
|
2024
Q1 | $159K | Buy |
1,697
+27
| +2% | +$2.52K | ﹤0.01% | 840 |
|
|
2023
Q4 | $150K | Sell |
1,670
-157
| -9% | -$14.1K | 0.01% | 853 |
|
|
2023
Q3 | $150K | Buy |
1,827
+25
| +1% | +$2.05K | 0.01% | 807 |
|
|
2023
Q2 | $146K | Sell |
1,802
-121
| -6% | -$9.79K | 0.01% | 833 |
|
|
2023
Q1 | $138K | Buy |
1,923
+990
| +106% | +$71K | 0.01% | 858 |
|
|
2022
Q4 | $61K | Buy |
933
+1
| +0.1% | +$65 | ﹤0.01% | 921 |
|
|
2022
Q3 | $60K | Sell |
932
-1,940
| -68% | -$125K | ﹤0.01% | 891 |
|
|
2022
Q2 | $236K | Sell |
2,872
-1,957
| -41% | -$161K | 0.01% | 706 |
|
|
2022
Q1 | $464K | Sell |
4,829
-748
| -13% | -$71.9K | 0.01% | 598 |
|
|
2021
Q4 | $478K | Buy |
5,577
+249
| +5% | +$21.3K | 0.01% | 717 |
|
|
2021
Q3 | $439K | Buy |
5,328
+509
| +11% | +$41.9K | 0.01% | 636 |
|
|
2021
Q2 | $401K | Sell |
4,819
-2,811
| -37% | -$234K | 0.01% | 683 |
|
|
2021
Q1 | $548K | Buy |
+7,630
| New | +$548K | 0.01% | 642 |
|