Texas Yale Capital Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
5,789
+58
| +1% | +$8.92K | 0.03% | 265 |
|
|
2025
Q1 | $878K | Buy |
5,731
+17
| +0.3% | +$2.61K | 0.04% | 276 |
|
|
2024
Q4 | $720K | Buy |
5,714
+169
| +3% | +$21.3K | 0.03% | 288 |
|
|
2024
Q3 | $710K | Buy |
5,545
+283
| +5% | +$36.2K | 0.03% | 300 |
|
|
2024
Q2 | $549K | Buy |
5,262
+234
| +5% | +$24.4K | 0.03% | 312 |
|
|
2024
Q1 | $470K | Buy |
5,028
+134
| +3% | +$12.5K | 0.02% | 334 |
|
|
2023
Q4 | $441K | Buy |
4,894
+4
| +0.1% | +$361 | 0.02% | 327 |
|
|
2023
Q3 | $401K | Buy |
4,890
+130
| +3% | +$10.6K | 0.02% | 329 |
|
|
2023
Q2 | $385K | Buy |
4,760
+5
| +0.1% | +$404 | 0.02% | 337 |
|
|
2023
Q1 | $341K | Buy |
4,755
+5
| +0.1% | +$358 | 0.02% | 362 |
|
|
2022
Q4 | $311K | Buy |
4,750
+5
| +0.1% | +$328 | 0.02% | 373 |
|
|
2022
Q3 | $305K | Buy |
4,745
+5
| +0.1% | +$321 | 0.02% | 362 |
|
|
2022
Q2 | $390K | Buy |
4,740
+4
| +0.1% | +$329 | 0.03% | 330 |
|
|
2022
Q1 | $455K | Sell |
4,736
-1,406
| -23% | -$135K | 0.02% | 328 |
|
|
2021
Q4 | $527K | Buy |
6,142
+4
| +0.1% | +$343 | 0.03% | 320 |
|
|
2021
Q3 | $506K | Buy |
6,138
+5
| +0.1% | +$412 | 0.03% | 320 |
|
|
2021
Q2 | $510K | Sell |
6,133
-361
| -6% | -$30K | 0.03% | 320 |
|
|
2021
Q1 | $465K | Buy |
6,494
+5
| +0.1% | +$358 | 0.03% | 319 |
|
|
2020
Q4 | $419K | Sell |
6,489
-3,564
| -35% | -$230K | 0.03% | 333 |
|
|
2020
Q3 | $554K | Sell |
10,053
-9
| -0.1% | -$496 | 0.04% | 284 |
|
|
2020
Q2 | $521K | Buy |
10,062
+267
| +3% | +$13.8K | 0.04% | 286 |
|
|
2020
Q1 | $448K | Sell |
9,795
-16,104
| -62% | -$737K | 0.04% | 286 |
|
|
2019
Q4 | $2.12M | Buy |
25,899
+21
| +0.1% | +$1.72K | 0.15% | 137 |
|
|
2019
Q3 | $2.35M | Buy |
25,878
+5
| +0% | +$453 | 0.17% | 117 |
|
|
2019
Q2 | $2.11M | Sell |
25,873
-27,137
| -51% | -$2.21M | 0.16% | 127 |
|
|
2019
Q1 | $4.11M | Buy |
53,010
+27,339
| +106% | +$2.12M | 0.16% | 124 |
|
|
2018
Q4 | $1.78M | Sell |
25,671
-29
| -0.1% | -$2.01K | 0.16% | 122 |
|
|
2018
Q3 | $1.65M | Buy |
25,700
+7
| +0% | +$450 | 0.13% | 155 |
|
|
2018
Q2 | $1.61M | Sell |
25,693
-2,362
| -8% | -$148K | 0.14% | 142 |
|
|
2018
Q1 | $1.53M | Sell |
28,055
-2,877
| -9% | -$157K | 0.13% | 153 |
|
|
2017
Q4 | $1.97M | Buy |
30,932
+5,601
| +22% | +$357K | 0.17% | 116 |
|
|
2017
Q3 | $1.78M | Buy |
25,331
+931
| +4% | +$65.4K | 0.15% | 126 |
|
|
2017
Q2 | $1.83M | Buy |
24,400
+6
| +0% | +$449 | 0.16% | 116 |
|
|
2017
Q1 | $1.73M | Sell |
24,394
-1,094
| -4% | -$77.5K | 0.15% | 120 |
|
|
2016
Q4 | $1.71M | Buy |
25,488
+156
| +0.6% | +$10.4K | 0.16% | 119 |
|
|
2016
Q3 | $1.89M | Buy |
25,332
+5
| +0% | +$374 | 0.18% | 107 |
|
|
2016
Q2 | $1.93M | Buy |
25,327
+6
| +0% | +$457 | 0.19% | 104 |
|
|
2016
Q1 | $1.76M | Buy |
25,321
+6
| +0% | +$416 | 0.18% | 109 |
|
|
2015
Q4 | $1.72M | Buy |
25,315
+6
| +0% | +$408 | 0.17% | 114 |
|
|
2015
Q3 | $1.71M | Buy |
25,309
+6,071
| +32% | +$411K | 0.16% | 113 |
|
|
2015
Q2 | $1.26M | Buy |
19,238
+5
| +0% | +$328 | 0.1% | 160 |
|
|
2015
Q1 | $1.49M | Buy |
19,233
+1,724
| +10% | +$133K | 0.12% | 145 |
|
|
2014
Q4 | $1.33M | Sell |
17,509
-50
| -0.3% | -$3.78K | 0.11% | 139 |
|
|
2014
Q3 | $1.1M | Buy |
17,559
+2,080
| +13% | +$130K | 0.1% | 148 |
|
|
2014
Q2 | $970K | Buy |
15,479
+1,365
| +10% | +$85.5K | 0.12% | 152 |
|
|
2014
Q1 | $841K | Buy |
14,114
+1,791
| +15% | +$107K | 0.12% | 156 |
|
|
2013
Q4 | $660K | Sell |
12,323
-3,790
| -24% | -$203K | 0.1% | 155 |
|
|
2013
Q3 | $1.01M | Buy |
16,113
+5
| +0% | +$312 | 0.17% | 123 |
|
|
2013
Q2 | $1.08M | Buy |
+16,108
| New | +$1.08M | 0.19% | 115 |
|