TFC Financial Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63K | Hold |
30
| – | – | ﹤0.01% | 428 |
|
|
2025
Q1 | $4.61K | Hold |
30
| – | – | ﹤0.01% | 410 |
|
|
2024
Q4 | $3.79K | Hold |
30
| – | – | ﹤0.01% | 442 |
|
|
2024
Q3 | $3.85K | Sell |
30
-2
| -6% | -$257 | ﹤0.01% | 445 |
|
|
2024
Q2 | $3.35K | Buy |
32
+6
| +23% | +$627 | ﹤0.01% | 433 |
|
|
2024
Q1 | $2.44K | Buy |
26
+4
| +18% | +$375 | ﹤0.01% | 450 |
|
|
2023
Q4 | $1.99K | Hold |
22
| – | – | ﹤0.01% | 455 |
|
|
2023
Q3 | $1.81K | Hold |
22
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $1.79K | Buy |
22
+4
| +22% | +$325 | ﹤0.01% | 453 |
|
|
2023
Q1 | $1.3K | Buy |
18
+9
| +100% | +$649 | ﹤0.01% | 496 |
|
|
2022
Q4 | $595 | Sell |
9
-9
| -50% | -$595 | ﹤0.01% | 500 |
|
|
2022
Q3 | $1K | Buy |
18
+9
| +100% | +$500 | ﹤0.01% | 513 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 558 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 562 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 554 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 541 |
|
|
2020
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 566 |
|