Strategic Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
+2,567
| New | +$395K | 0.03% | 239 |
|
|
2024
Q4 | $393K | Sell |
2,593
-69
| -3% | -$10.4K | 0.03% | 229 |
|
|
2024
Q3 | $341K | Sell |
2,662
-56
| -2% | -$7.17K | 0.03% | 239 |
|
|
2024
Q2 | $283K | Buy |
+2,718
| New | +$283K | 0.03% | 249 |
|
|
2019
Q4 | – | Sell |
-1,002
| Closed | -$89 | – | 510 |
|
|
2019
Q3 | $89 | Hold |
1,002
| – | – | ﹤0.01% | 274 |
|
|
2019
Q2 | $81K | Sell |
1,002
-1,505
| -60% | -$122K | 0.04% | 196 |
|
|
2019
Q1 | $193K | Sell |
2,507
-591
| -19% | -$45.5K | 0.09% | 140 |
|
|
2018
Q4 | $223K | Sell |
3,098
-171
| -5% | -$12.3K | 0.11% | 122 |
|
|
2018
Q3 | $210K | Sell |
3,269
-607
| -16% | -$39K | 0.11% | 124 |
|
|
2018
Q2 | $243K | Sell |
3,876
-16,356
| -81% | -$1.03M | 0.14% | 124 |
|
|
2018
Q1 | $1.1M | Sell |
20,232
-3,543
| -15% | -$193K | 0.57% | 52 |
|
|
2017
Q4 | $1.62M | Buy |
+23,775
| New | +$1.62M | 0.9% | 27 |
|