Stiles 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 | $1.16M | Buy |
7,535
+52
| +0.7% | +$8K | 0.4% | 75 |
|
|
2025
Q1 | $1.15M | Sell |
7,483
-124
| -2% | -$19K | 0.44% | 73 |
|
|
2024
Q4 | $959K | Buy |
7,607
+18
| +0.2% | +$2.27K | 0.35% | 82 |
|
|
2024
Q3 | $972K | Buy |
7,589
+22
| +0.3% | +$2.82K | 0.34% | 82 |
|
|
2024
Q2 | $789K | Buy |
7,567
+24
| +0.3% | +$2.5K | 0.3% | 81 |
|
|
2024
Q1 | $705K | Sell |
7,543
-349
| -4% | -$32.6K | 0.28% | 86 |
|
|
2023
Q4 | $712K | Sell |
7,892
-14
| -0.2% | -$1.26K | 0.32% | 82 |
|
|
2023
Q3 | $648K | Buy |
7,906
+135
| +2% | +$11.1K | 0.34% | 87 |
|
|
2023
Q2 | $629K | Sell |
7,771
-26
| -0.3% | -$2.1K | 0.31% | 90 |
|
|
2023
Q1 | $559K | Buy |
7,797
+34
| +0.4% | +$2.44K | 0.3% | 92 |
|
|
2022
Q4 | $509K | Sell |
7,763
-39
| -0.5% | -$2.56K | 0.29% | 94 |
|
|
2022
Q3 | $502K | Buy |
7,802
+201
| +3% | +$12.9K | 0.3% | 91 |
|
|
2022
Q2 | $626K | Buy |
7,601
+42
| +0.6% | +$3.46K | 0.38% | 74 |
|
|
2022
Q1 | $727K | Buy |
7,559
+43
| +0.6% | +$4.14K | 0.36% | 76 |
|
|
2021
Q4 | $645K | Buy |
+7,516
| New | +$645K | 0.31% | 92 |
|