Steward Partners Investment Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
13,894
+1,150
| +9% | +$177K | 0.02% | 698 |
|
|
2025
Q1 | $1.95M | Buy |
12,744
+176
| +1% | +$27K | 0.02% | 663 |
|
|
2024
Q4 | $1.58M | Sell |
12,568
-529
| -4% | -$66.7K | 0.01% | 711 |
|
|
2024
Q3 | $1.68M | Buy |
13,097
+1,542
| +13% | +$197K | 0.02% | 682 |
|
|
2024
Q2 | $1.2M | Buy |
11,555
+974
| +9% | +$102K | 0.01% | 755 |
|
|
2024
Q1 | $989K | Sell |
10,581
-130
| -1% | -$12.1K | 0.01% | 797 |
|
|
2023
Q4 | $966K | Sell |
10,711
-383
| -3% | -$34.5K | 0.01% | 741 |
|
|
2023
Q3 | $909K | Sell |
11,094
-170
| -2% | -$13.9K | 0.01% | 708 |
|
|
2023
Q2 | $911K | Sell |
11,264
-5,043
| -31% | -$408K | 0.01% | 717 |
|
|
2023
Q1 | $1.17M | Buy |
16,307
+367
| +2% | +$26.3K | 0.02% | 645 |
|
|
2022
Q4 | $1.04M | Buy |
15,940
+205
| +1% | +$13.4K | 0.02% | 650 |
|
|
2022
Q3 | $1.01M | Buy |
15,735
+4,911
| +45% | +$316K | 0.02% | 622 |
|
|
2022
Q2 | $891K | Sell |
10,824
-160
| -1% | -$13.2K | 0.02% | 670 |
|
|
2022
Q1 | $1.06M | Buy |
10,984
+51
| +0.5% | +$4.9K | 0.02% | 668 |
|
|
2021
Q4 | $938K | Sell |
10,933
-223
| -2% | -$19.1K | 0.01% | 718 |
|
|
2021
Q3 | $919K | Buy |
11,156
+1,213
| +12% | +$99.9K | 0.02% | 690 |
|
|
2021
Q2 | $826K | Sell |
9,943
-1,730
| -15% | -$144K | 0.01% | 749 |
|
|
2021
Q1 | $836K | Buy |
11,673
+2,829
| +32% | +$203K | 0.01% | 711 |
|
|
2020
Q4 | $571K | Sell |
8,844
-1,084
| -11% | -$70K | 0.01% | 718 |
|
|
2020
Q3 | $547K | Sell |
9,928
-1,552
| -14% | -$85.5K | 0.01% | 641 |
|
|
2020
Q2 | $594K | Sell |
11,480
-4,786
| -29% | -$248K | 0.02% | 578 |
|
|
2020
Q1 | $744K | Sell |
16,266
-2,975
| -15% | -$136K | 0.03% | 465 |
|
|
2019
Q4 | $1.57M | Buy |
19,241
+718
| +4% | +$58.7K | 0.05% | 343 |
|
|
2019
Q3 | $1.68M | Buy |
18,523
+1,489
| +9% | +$135K | 0.06% | 302 |
|
|
2019
Q2 | $1.39M | Buy |
17,034
+79
| +0.5% | +$6.44K | 0.05% | 320 |
|
|
2019
Q1 | $1.32M | Sell |
16,955
-824
| -5% | -$63.9K | 0.06% | 312 |
|
|
2018
Q4 | $1.23M | Sell |
17,779
-2,580
| -13% | -$179K | 0.06% | 297 |
|
|
2018
Q3 | $1.31M | Buy |
20,359
+454
| +2% | +$29.2K | 0.06% | 288 |
|
|
2018
Q2 | $1.25M | Buy |
19,905
+6,399
| +47% | +$401K | 0.07% | 259 |
|
|
2018
Q1 | $735K | Buy |
+13,506
| New | +$735K | 0.05% | 328 |
|