Trek Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
21,716
+2,126
| +11% | +$327K | 0.22% | 120 |
|
|
2025
Q1 | $3M | Buy |
+19,590
| New | +$3M | 0.22% | 109 |
|
|
2024
Q4 | – | Sell |
-27,918
| Closed | -$3.57M | – | 472 |
|
|
2024
Q3 | $3.57M | Sell |
27,918
-4,806
| -15% | -$615K | 0.27% | 98 |
|
|
2024
Q2 | $3.41M | Buy |
+32,724
| New | +$3.41M | 0.27% | 93 |
|