Transamerica Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
+20,957
| New | +$3.22M | 0.3% | 79 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$1K | – | 592 |
|
|
2024
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 573 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 548 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 612 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 603 |
|
|
2023
Q1 | $1K | Sell |
1
-18
| -95% | -$18K | ﹤0.01% | 590 |
|
|
2022
Q4 | $2K | Buy |
19
+18
| +1,800% | +$1.9K | ﹤0.01% | 412 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 633 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 640 |
|
|
2021
Q2 | – | Sell |
-21
| Closed | -$2K | – | 247 |
|
|
2021
Q1 | $2K | Buy |
21
+1
| +5% | +$95 | 0.05% | 113 |
|
|
2020
Q4 | $2K | Sell |
20
-1
| -5% | -$100 | 0.04% | 108 |
|
|
2020
Q3 | $2K | Buy |
21
+20
| +2,000% | +$1.91K | 0.04% | 130 |
|
|
2020
Q2 | $1K | Sell |
1
-14
| -93% | -$14K | ﹤0.01% | 494 |
|
|
2020
Q1 | $1K | Buy |
15
+3
| +25% | +$200 | 0.02% | 116 |
|
|
2019
Q4 | $1K | Sell |
12
-1
| -8% | -$83 | 0.01% | 128 |
|
|
2019
Q3 | $2K | Buy |
13
+10
| +333% | +$1.54K | 0.03% | 80 |
|
|
2019
Q2 | $1K | Sell |
3
-10
| -77% | -$3.33K | ﹤0.01% | 539 |
|
|
2019
Q1 | $2K | Sell |
13
-5
| -28% | -$769 | 0.01% | 69 |
|
|
2018
Q4 | $2K | Buy |
18
+1
| +6% | +$111 | ﹤0.01% | 376 |
|
|
2018
Q3 | $2K | Sell |
17
-2
| -11% | -$235 | ﹤0.01% | 383 |
|
|
2018
Q2 | $2K | Sell |
19
-5
| -21% | -$526 | ﹤0.01% | 334 |
|
|
2018
Q1 | $2K | Buy |
24
+2
| +9% | +$167 | ﹤0.01% | 333 |
|
|
2017
Q4 | $2K | Sell |
22
-17
| -44% | -$1.55K | ﹤0.01% | 322 |
|
|
2017
Q3 | $3K | Sell |
39
-6
| -13% | -$462 | ﹤0.01% | 302 |
|
|
2017
Q2 | $4K | Sell |
45
-7,919
| -99% | -$704K | ﹤0.01% | 271 |
|
|
2017
Q1 | $564K | Buy |
7,964
+58
| +0.7% | +$4.11K | 0.07% | 185 |
|
|
2016
Q4 | $530K | Buy |
7,906
+391
| +5% | +$26.2K | 0.06% | 179 |
|
|
2016
Q3 | $562K | Buy |
7,515
+770
| +11% | +$57.6K | 0.06% | 197 |
|
|
2016
Q2 | $514K | Buy |
6,745
+2,053
| +44% | +$156K | 0.05% | 192 |
|
|
2016
Q1 | $326K | Sell |
4,692
-24,290
| -84% | -$1.69M | 0.03% | 267 |
|
|
2015
Q4 | $1.97M | Buy |
28,982
+1,688
| +6% | +$115K | 0.14% | 123 |
|
|
2015
Q3 | $1.85M | Buy |
27,294
+891
| +3% | +$60.4K | 0.15% | 113 |
|
|
2015
Q2 | $1.73M | Buy |
26,403
+1,812
| +7% | +$119K | 0.12% | 128 |
|
|
2015
Q1 | $1.9M | Buy |
24,591
+2,885
| +13% | +$223K | 0.13% | 130 |
|
|
2014
Q4 | $1.64M | Buy |
21,706
+20,874
| +2,509% | +$1.58M | 0.13% | 100 |
|
|
2014
Q3 | $52K | Buy |
832
+354
| +74% | +$22.1K | ﹤0.01% | 339 |
|
|
2014
Q2 | $30K | Buy |
478
+134
| +39% | +$8.41K | ﹤0.01% | 407 |
|
|
2014
Q1 | $21K | Buy |
344
+285
| +483% | +$17.4K | ﹤0.01% | 406 |
|
|
2013
Q4 | $4K | Buy |
59
+10
| +20% | +$678 | ﹤0.01% | 516 |
|
|
2013
Q3 | $4K | Sell |
49
-3,005
| -98% | -$245K | ﹤0.01% | 511 |
|
|
2013
Q2 | $205K | Buy |
+3,054
| New | +$205K | 0.03% | 203 |
|