Trueblood Wealth 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 | $1.38M | Sell |
8,977
-72
| -0.8% | -$11.1K | 0.58% | 53 |
|
|
2025
Q1 | $1.39M | Buy |
9,049
+1
| +0% | +$153 | 0.64% | 44 |
|
|
2024
Q4 | $1.14M | Sell |
9,048
-15
| -0.2% | -$1.89K | 0.56% | 52 |
|
|
2024
Q3 | $1.16M | Buy |
9,063
+1
| +0% | +$128 | 0.58% | 50 |
|
|
2024
Q2 | $945K | Buy |
9,062
+1
| +0% | +$104 | 0.53% | 56 |
|
|
2024
Q1 | $847K | Buy |
9,061
+109
| +1% | +$10.2K | 0.48% | 69 |
|
|
2023
Q4 | $807K | Buy |
+8,952
| New | +$807K | 0.51% | 62 |
|