TwinBeech Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
9,983
-117,320
| -92% | -$18M | 0.03% | 362 |
|
|
2025
Q1 | $19.5M | Buy |
+127,303
| New | +$19.5M | 0.35% | 84 |
|
|
2024
Q4 | – | Sell |
-25,413
| Closed | -$3.25M | – | 959 |
|
|
2024
Q3 | $3.25M | Buy |
+25,413
| New | +$3.25M | 0.06% | 337 |
|
|
2024
Q2 | – | Sell |
-96,321
| Closed | -$9M | – | 807 |
|
|
2024
Q1 | $9M | Buy |
96,321
+8,092
| +9% | +$756K | 0.19% | 139 |
|
|
2023
Q4 | $7.96M | Buy |
+88,229
| New | +$7.96M | 0.13% | 204 |
|
|
2023
Q1 | – | Sell |
-133,959
| Closed | -$8.78M | – | 919 |
|
|
2022
Q4 | $8.78M | Buy |
133,959
+29,574
| +28% | +$1.94M | 0.17% | 166 |
|
|
2022
Q3 | $6.71M | Buy |
+104,385
| New | +$6.71M | 0.18% | 148 |
|
|
2022
Q1 | – | Sell |
-26,040
| Closed | -$2.23M | – | 762 |
|
|
2021
Q4 | $2.23M | Buy |
+26,040
| New | +$2.23M | 0.13% | 213 |
|
|
2021
Q1 | – | Sell |
-5,952
| Closed | -$385K | – | 694 |
|
|
2020
Q4 | $385K | Buy |
+5,952
| New | +$385K | 0.06% | 325 |
|