Tidal Investments’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Buy |
200,891
+20,549
| +11% | +$3.16M | 0.19% | 126 |
|
|
2025
Q1 | $27.6M | Buy |
180,342
+134,850
| +296% | +$20.7M | 0.22% | 93 |
|
|
2024
Q4 | $5.73M | Buy |
45,492
+24,476
| +116% | +$3.08M | 0.05% | 373 |
|
|
2024
Q3 | $2.69M | Buy |
21,016
+6,639
| +46% | +$850K | 0.03% | 504 |
|
|
2024
Q2 | $1.5M | Sell |
14,377
-6,949
| -33% | -$724K | 0.02% | 681 |
|
|
2024
Q1 | $1.99M | Buy |
21,326
+8,082
| +61% | +$755K | 0.03% | 516 |
|
|
2023
Q4 | $1.19M | Buy |
13,244
+228
| +2% | +$20.6K | 0.03% | 549 |
|
|
2023
Q3 | $1.07M | Buy |
13,016
+2,451
| +23% | +$201K | 0.03% | 520 |
|
|
2023
Q2 | $855K | Sell |
10,565
-6,358
| -38% | -$515K | 0.03% | 591 |
|
|
2023
Q1 | $1.21M | Buy |
16,923
+813
| +5% | +$58.3K | 0.04% | 427 |
|
|
2022
Q4 | $1.06M | Buy |
16,110
+9,298
| +136% | +$609K | 0.04% | 429 |
|
|
2022
Q3 | $438K | Buy |
6,812
+535
| +9% | +$34.4K | 0.02% | 617 |
|
|
2022
Q2 | $517K | Sell |
6,277
-271
| -4% | -$22.3K | 0.02% | 592 |
|
|
2022
Q1 | $630K | Buy |
6,548
+1,553
| +31% | +$149K | 0.02% | 581 |
|
|
2021
Q4 | $428K | Buy |
4,995
+743
| +17% | +$63.7K | 0.01% | 667 |
|
|
2021
Q3 | $351K | Buy |
4,252
+840
| +25% | +$69.3K | 0.01% | 622 |
|
|
2021
Q2 | $284K | Buy |
+3,412
| New | +$284K | 0.01% | 594 |
|