Stratos 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 | $2.52M | Buy |
16,380
+8,754
| +115% | +$1.35M | 0.03% | 437 |
|
|
2025
Q1 | $1.17M | Sell |
7,626
-6,198
| -45% | -$950K | 0.02% | 603 |
|
|
2024
Q4 | $1.74M | Buy |
13,824
+8,046
| +139% | +$1.01M | 0.02% | 516 |
|
|
2024
Q3 | $740K | Sell |
5,778
-15,425
| -73% | -$1.98M | 0.01% | 789 |
|
|
2024
Q2 | $2.21M | Buy |
21,203
+16,156
| +320% | +$1.68M | 0.04% | 424 |
|
|
2024
Q1 | $472K | Buy |
5,047
+19
| +0.4% | +$1.78K | 0.01% | 920 |
|
|
2023
Q4 | $453K | Sell |
5,028
-728
| -13% | -$65.7K | 0.01% | 908 |
|
|
2023
Q3 | $472K | Buy |
5,756
+2,084
| +57% | +$171K | 0.01% | 840 |
|
|
2023
Q2 | $297K | Sell |
3,672
-152
| -4% | -$12.3K | 0.01% | 963 |
|
|
2023
Q1 | $274K | Sell |
3,824
-341
| -8% | -$24.5K | 0.01% | 906 |
|
|
2022
Q4 | $273K | Sell |
4,165
-62
| -1% | -$4.07K | 0.01% | 926 |
|
|
2022
Q3 | $272K | Sell |
4,227
-334
| -7% | -$21.5K | 0.01% | 905 |
|
|
2022
Q2 | $376K | Sell |
4,561
-54
| -1% | -$4.45K | 0.01% | 836 |
|
|
2022
Q1 | $444K | Sell |
4,615
-195
| -4% | -$18.8K | 0.01% | 854 |
|
|
2021
Q4 | $413K | Buy |
4,810
+322
| +7% | +$27.6K | 0.01% | 880 |
|
|
2021
Q3 | $370K | Buy |
4,488
+861
| +24% | +$71K | 0.01% | 873 |
|
|
2021
Q2 | $301K | Sell |
3,627
-362
| -9% | -$30K | 0.01% | 966 |
|
|
2021
Q1 | $286K | Sell |
3,989
-7
| -0.2% | -$502 | 0.01% | 902 |
|
|
2020
Q4 | $258K | Sell |
3,996
-813
| -17% | -$52.5K | 0.01% | 906 |
|
|
2020
Q3 | $265K | Sell |
4,809
-2,773
| -37% | -$153K | 0.01% | 829 |
|
|
2020
Q2 | $392K | Sell |
7,582
-2,017
| -21% | -$104K | 0.01% | 684 |
|
|
2020
Q1 | $439K | Sell |
9,599
-209
| -2% | -$9.56K | 0.02% | 565 |
|
|
2019
Q4 | $802K | Sell |
9,808
-669
| -6% | -$54.7K | 0.03% | 456 |
|
|
2019
Q3 | $950K | Sell |
10,477
-1,489
| -12% | -$135K | 0.04% | 379 |
|
|
2019
Q2 | $976K | Sell |
11,966
-2,788
| -19% | -$227K | 0.04% | 371 |
|
|
2019
Q1 | $1.15M | Sell |
14,754
-369
| -2% | -$28.6K | 0.05% | 331 |
|
|
2018
Q4 | $1.05M | Sell |
15,123
-8,574
| -36% | -$595K | 0.05% | 317 |
|
|
2018
Q3 | $1.52M | Sell |
23,697
-2,470
| -9% | -$159K | 0.07% | 263 |
|
|
2018
Q2 | $1.64M | Sell |
26,167
-4,596
| -15% | -$288K | 0.07% | 264 |
|
|
2018
Q1 | $1.67M | Sell |
30,763
-32,297
| -51% | -$1.76M | 0.07% | 262 |
|
|
2017
Q4 | $4.02M | Sell |
63,060
-781
| -1% | -$49.8K | 0.18% | 119 |
|
|
2017
Q3 | $4.49M | Sell |
63,841
-2,962
| -4% | -$208K | 0.21% | 104 |
|
|
2017
Q2 | $5M | Buy |
66,803
+2,571
| +4% | +$192K | 0.26% | 88 |
|
|
2017
Q1 | $4.55M | Buy |
64,232
+2,077
| +3% | +$147K | 0.26% | 84 |
|
|
2016
Q4 | $4.16M | Buy |
62,155
+2,365
| +4% | +$158K | 0.26% | 88 |
|
|
2016
Q3 | $4.47M | Buy |
59,790
+2,306
| +4% | +$172K | 0.3% | 68 |
|
|
2016
Q2 | $4.38M | Sell |
57,484
-32,534
| -36% | -$2.48M | 0.32% | 65 |
|
|
2016
Q1 | $6.24M | Buy |
90,018
+16,567
| +23% | +$1.15M | 0.54% | 37 |
|
|
2015
Q4 | $5M | Buy |
+73,451
| New | +$5M | 0.42% | 46 |
|
|
2015
Q3 | – | Sell |
-56,618
| Closed | -$3.72M | – | 616 |
|
|
2015
Q2 | $3.72M | Sell |
56,618
-1,269
| -2% | -$83.3K | 0.48% | 38 |
|
|
2015
Q1 | $4.47M | Buy |
57,887
+851
| +1% | +$65.8K | 0.53% | 34 |
|
|
2014
Q4 | $4.32M | Buy |
57,036
+3,587
| +7% | +$271K | 0.78% | 22 |
|
|
2014
Q3 | $3.33M | Buy |
53,449
+14,229
| +36% | +$888K | 0.78% | 25 |
|
|
2014
Q2 | $2.46M | Buy |
+39,220
| New | +$2.46M | 0.82% | 31 |
|