Tortoise Investment 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 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 680 |
|
|
2024
Q4 | – | Sell |
-12
| Closed | -$1.54K | – | 893 |
|
|
2024
Q3 | $1.54K | Buy |
+12
| New | +$1.54K | ﹤0.01% | 782 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$410 | – | 821 |
|
|
2023
Q3 | $410 | Buy |
+5
| New | +$410 | ﹤0.01% | 761 |
|
|
2022
Q1 | – | Sell |
-99
| Closed | -$8K | – | 694 |
|
|
2021
Q4 | $8K | Buy |
+99
| New | +$8K | ﹤0.01% | 504 |
|
|
2018
Q1 | – | Sell |
-243
| Closed | -$15K | – | 566 |
|
|
2017
Q4 | $15K | Hold |
243
| – | – | ﹤0.01% | 351 |
|
|
2017
Q3 | $17K | Hold |
243
| – | – | 0.01% | 313 |
|
|
2017
Q2 | $18K | Hold |
243
| – | – | 0.01% | 297 |
|
|
2017
Q1 | $17K | Hold |
243
| – | – | 0.01% | 285 |
|
|
2016
Q4 | $16K | Hold |
243
| – | – | 0.01% | 289 |
|
|
2016
Q3 | $18K | Buy |
+243
| New | +$18K | 0.01% | 262 |
|