Syon Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
4,831
+433
| +10% | +$66.6K | 0.05% | 276 |
|
|
2025
Q1 | $674K | Sell |
4,398
-8
| -0.2% | -$1.23K | 0.05% | 256 |
|
|
2024
Q4 | $555K | Sell |
4,406
-126
| -3% | -$15.9K | 0.05% | 262 |
|
|
2024
Q3 | $580K | Buy |
4,532
+20
| +0.4% | +$2.56K | 0.05% | 247 |
|
|
2024
Q2 | $470K | Buy |
4,512
+176
| +4% | +$18.3K | 0.04% | 272 |
|
|
2024
Q1 | $405K | Sell |
4,336
-4,034
| -48% | -$377K | 0.04% | 300 |
|
|
2023
Q4 | $755K | Buy |
8,370
+4,970
| +146% | +$448K | 0.03% | 315 |
|
|
2023
Q3 | $279K | Buy |
+3,400
| New | +$279K | 0.03% | 286 |
|