Summit Securities Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Buy |
+423
| New | +$65K | 0.01% | 337 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | – | – | 737 |
|
|
2023
Q3 | $0 | Sell |
1
-648
| -100% | – | ﹤0.01% | 883 |
|
|
2023
Q2 | $52K | Sell |
649
-280
| -30% | -$22.4K | 0.01% | 289 |
|
|
2023
Q1 | $67K | Buy |
929
+352
| +61% | +$25.4K | 0.01% | 246 |
|
|
2022
Q4 | $38K | Buy |
577
+377
| +189% | +$24.8K | ﹤0.01% | 557 |
|
|
2022
Q3 | $13K | Sell |
200
-949
| -83% | -$61.7K | ﹤0.01% | 569 |
|
|
2022
Q2 | $95K | Buy |
1,149
+770
| +203% | +$63.7K | 0.01% | 277 |
|
|
2022
Q1 | $36K | Buy |
+379
| New | +$36K | ﹤0.01% | 433 |
|
|
2016
Q1 | – | Sell |
-3,650
| Closed | -$248K | – | 348 |
|
|
2015
Q4 | $248K | Buy |
+3,650
| New | +$248K | 0.08% | 168 |
|
|
2015
Q1 | – | Sell |
-700
| Closed | -$53K | – | 530 |
|
|
2014
Q4 | $53K | Sell |
700
-900
| -56% | -$68.1K | 0.02% | 296 |
|
|
2014
Q3 | $100K | Sell |
1,600
-600
| -27% | -$37.5K | 0.03% | 288 |
|
|
2014
Q2 | $138K | Buy |
+2,200
| New | +$138K | 0.05% | 200 |
|
|
2014
Q1 | – | Sell |
-2,300
| Closed | -$123K | – | 490 |
|
|
2013
Q4 | $123K | Hold |
2,300
| – | – | 0.02% | 206 |
|
|
2013
Q3 | $143K | Sell |
2,300
-3,000
| -57% | -$187K | 0.05% | 133 |
|
|
2013
Q2 | $355K | Buy |
+5,300
| New | +$355K | 0.17% | 78 |
|