TD Private Client Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
2,924
+993
| +51% | +$153K | 0.01% | 487 |
|
|
2025
Q1 | $296K | Buy |
1,931
+390
| +25% | +$59.8K | 0.01% | 532 |
|
|
2024
Q4 | $194K | Sell |
1,541
-46
| -3% | -$5.8K | 0.01% | 608 |
|
|
2024
Q3 | $203K | Buy |
1,587
+37
| +2% | +$4.74K | 0.01% | 596 |
|
|
2024
Q2 | $162K | Buy |
1,550
+97
| +7% | +$10.1K | 0.01% | 601 |
|
|
2024
Q1 | $136K | Buy |
1,453
+75
| +5% | +$7.01K | ﹤0.01% | 644 |
|
|
2023
Q4 | $124K | Sell |
1,378
-1,644
| -54% | -$148K | ﹤0.01% | 643 |
|
|
2023
Q3 | $248K | Sell |
3,022
-3,912
| -56% | -$320K | 0.01% | 510 |
|
|
2023
Q2 | $561K | Sell |
6,934
-1,203
| -15% | -$97.3K | 0.02% | 424 |
|
|
2023
Q1 | $583K | Sell |
8,137
-23
| -0.3% | -$1.65K | 0.03% | 408 |
|
|
2022
Q4 | $535K | Buy |
8,160
+732
| +10% | +$48K | 0.03% | 413 |
|
|
2022
Q3 | $478K | Buy |
7,428
+176
| +2% | +$11.3K | 0.02% | 409 |
|
|
2022
Q2 | $597K | Sell |
7,252
-303
| -4% | -$25K | 0.03% | 387 |
|
|
2022
Q1 | $726K | Buy |
7,555
+555
| +8% | +$53.4K | 0.03% | 378 |
|
|
2021
Q4 | $600K | Sell |
7,000
-61
| -0.9% | -$5.23K | 0.02% | 396 |
|
|
2021
Q3 | $582K | Sell |
7,061
-528
| -7% | -$43.5K | 0.02% | 387 |
|
|
2021
Q2 | $631K | Sell |
7,589
-273
| -3% | -$22.7K | 0.03% | 381 |
|
|
2021
Q1 | $563K | Sell |
7,862
-2,736
| -26% | -$196K | 0.03% | 374 |
|
|
2020
Q4 | $685K | Sell |
10,598
-1,002
| -9% | -$64.7K | 0.03% | 340 |
|
|
2020
Q3 | $639K | Sell |
11,600
-1,480
| -11% | -$81.5K | 0.04% | 332 |
|
|
2020
Q2 | $677K | Sell |
13,080
-73,153
| -85% | -$3.79M | 0.04% | 329 |
|
|
2020
Q1 | $3.95M | Buy |
86,233
+7,952
| +10% | +$364K | 0.28% | 82 |
|
|
2019
Q4 | $6.4M | Buy |
+78,281
| New | +$6.4M | 0.38% | 58 |
|