TCTC Holdings’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.3K | Hold |
379
| – | – | ﹤0.01% | 328 |
|
|
2025
Q1 | $58.1K | Buy |
379
+66
| +21% | +$10.1K | ﹤0.01% | 313 |
|
|
2024
Q4 | $39.4K | Buy |
313
+31
| +11% | +$3.91K | ﹤0.01% | 351 |
|
|
2024
Q3 | $36.1K | Sell |
282
-980
| -78% | -$125K | ﹤0.01% | 353 |
|
|
2024
Q2 | $132K | Hold |
1,262
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $118K | Hold |
1,262
| – | – | ﹤0.01% | 237 |
|
|
2023
Q4 | $114K | Hold |
1,262
| – | – | ﹤0.01% | 233 |
|
|
2023
Q3 | $103K | Hold |
1,262
| – | – | ﹤0.01% | 226 |
|
|
2023
Q2 | $102K | Hold |
1,262
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $90.5K | Buy |
1,262
+412
| +48% | +$29.5K | ﹤0.01% | 250 |
|
|
2022
Q4 | $55.7K | Hold |
850
| – | – | ﹤0.01% | 268 |
|
|
2022
Q3 | $55K | Hold |
850
| – | – | ﹤0.01% | 255 |
|
|
2022
Q2 | $70K | Hold |
850
| – | – | ﹤0.01% | 245 |
|
|
2022
Q1 | $82K | Hold |
850
| – | – | ﹤0.01% | 241 |
|
|
2021
Q4 | $73K | Hold |
850
| – | – | ﹤0.01% | 280 |
|
|
2021
Q3 | $70K | Hold |
850
| – | – | ﹤0.01% | 273 |
|
|
2021
Q2 | $71K | Hold |
850
| – | – | ﹤0.01% | 253 |
|
|
2021
Q1 | $61K | Hold |
850
| – | – | ﹤0.01% | 260 |
|
|
2020
Q4 | $55K | Hold |
850
| – | – | ﹤0.01% | 250 |
|
|
2020
Q3 | $47K | Hold |
850
| – | – | ﹤0.01% | 246 |
|
|
2020
Q2 | $44K | Buy |
+850
| New | +$44K | ﹤0.01% | 249 |
|