Sunbelt Securities’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5K | Buy |
226
+100
| +79% | +$12.6K | ﹤0.01% | 1078 |
|
|
2025
Q1 | $19.3K | Sell |
126
-100
| -44% | -$15.3K | ﹤0.01% | 1129 |
|
|
2024
Q4 | $28.2K | Buy |
226
+17
| +8% | +$2.12K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $26.8K | Sell |
209
-146
| -41% | -$18.7K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $37K | Buy |
355
+2
| +0.6% | +$208 | ﹤0.01% | 980 |
|
|
2024
Q1 | $33K | Buy |
353
+3
| +0.9% | +$280 | ﹤0.01% | 971 |
|
|
2023
Q4 | $31.6K | Buy |
350
+2
| +0.6% | +$181 | ﹤0.01% | 909 |
|
|
2023
Q3 | $28.5K | Buy |
348
+3
| +0.9% | +$246 | ﹤0.01% | 924 |
|
|
2023
Q2 | $27.9K | Buy |
345
+2
| +0.6% | +$162 | ﹤0.01% | 937 |
|
|
2023
Q1 | $24.3K | Buy |
+343
| New | +$24.3K | ﹤0.01% | 905 |
|
|
2020
Q1 | – | Sell |
-2,913
| Closed | -$238K | – | 658 |
|
|
2019
Q4 | $238K | Buy |
2,913
+2
| +0.1% | +$163 | 0.03% | 495 |
|
|
2019
Q3 | $264K | Buy |
+2,911
| New | +$264K | 0.03% | 447 |
|