Summit Place Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
24,040
-170
| -0.7% | -$26.1K | 1.86% | 19 |
|
|
2025
Q1 | $3.71M | Sell |
24,210
-750
| -3% | -$115K | 2.09% | 11 |
|
|
2024
Q4 | $3.15M | Sell |
24,960
-440
| -2% | -$55.5K | 1.79% | 21 |
|
|
2024
Q3 | $3.25M | Sell |
25,400
-4,484
| -15% | -$574K | 1.81% | 19 |
|
|
2024
Q2 | $3.12M | Sell |
29,884
-240
| -0.8% | -$25K | 1.84% | 17 |
|
|
2024
Q1 | $2.81M | Sell |
30,124
-50
| -0.2% | -$4.67K | 1.65% | 29 |
|
|
2023
Q4 | $2.72M | Buy |
30,174
+616
| +2% | +$55.5K | 1.78% | 24 |
|
|
2023
Q3 | $2.42M | Sell |
29,558
-1,375
| -4% | -$113K | 1.72% | 17 |
|
|
2023
Q2 | $2.5M | Buy |
30,933
+673
| +2% | +$54.4K | 1.62% | 28 |
|
|
2023
Q1 | $2.17M | Buy |
30,260
+4,035
| +15% | +$289K | 1.54% | 30 |
|
|
2022
Q4 | $1.72M | Buy |
26,225
+1,600
| +6% | +$105K | 1.42% | 36 |
|
|
2022
Q3 | $1.58M | Buy |
24,625
+4,575
| +23% | +$294K | 1.47% | 31 |
|
|
2022
Q2 | $1.65M | Buy |
20,050
+175
| +0.9% | +$14.4K | 1.39% | 26 |
|
|
2022
Q1 | $1.91M | Sell |
19,875
-1,520
| -7% | -$146K | 1.28% | 32 |
|
|
2021
Q4 | $1.84M | Buy |
21,395
+535
| +3% | +$45.9K | 1.27% | 36 |
|
|
2021
Q3 | $1.72M | Buy |
20,860
+5
| +0% | +$412 | 1.25% | 35 |
|
|
2021
Q2 | $1.73M | Sell |
20,855
-180
| -0.9% | -$15K | 1.27% | 39 |
|
|
2021
Q1 | $1.51M | Sell |
21,035
-175
| -0.8% | -$12.5K | 1.21% | 38 |
|
|
2020
Q4 | $1.37M | Buy |
21,210
+25
| +0.1% | +$1.62K | 1.19% | 39 |
|
|
2020
Q3 | $1.17M | Sell |
21,185
-1,010
| -5% | -$55.6K | 1.17% | 39 |
|
|
2020
Q2 | $1.15M | Buy |
22,195
+7,270
| +49% | +$376K | 1.82% | 27 |
|
|
2020
Q1 | $683K | Sell |
14,925
-900
| -6% | -$41.2K | 1.46% | 26 |
|
|
2019
Q4 | $1.29M | Buy |
+15,825
| New | +$1.29M | 2.05% | 24 |
|