True North 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 | $232K | Sell |
1,512
-229
| -13% | -$35.2K | 0.04% | 207 |
|
|
2025
Q1 | $267K | Hold |
1,741
| – | – | 0.05% | 209 |
|
|
2024
Q4 | $219K | Sell |
1,741
-630
| -27% | -$79.4K | 0.05% | 177 |
|
|
2024
Q3 | $304K | Hold |
2,371
| – | – | 0.08% | 136 |
|
|
2024
Q2 | $247K | Sell |
2,371
-529
| -18% | -$55.1K | 0.07% | 169 |
|
|
2024
Q1 | $271K | Sell |
2,900
-11
| -0.4% | -$1.03K | 0.07% | 151 |
|
|
2023
Q4 | $262K | Sell |
2,911
-25
| -0.9% | -$2.25K | 0.07% | 150 |
|
|
2023
Q3 | $241K | Sell |
2,936
-989
| -25% | -$81K | 0.07% | 171 |
|
|
2023
Q2 | $317K | Buy |
+3,925
| New | +$317K | 0.09% | 157 |
|