UMB Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Sell |
202,899
-19,796
| -9% | -$3.04M | 0.49% | 46 |
|
|
2025
Q1 | $34.1M | Buy |
222,695
+2,657
| +1% | +$407K | 0.56% | 39 |
|
|
2024
Q4 | $27.7M | Buy |
220,038
+1,552
| +0.7% | +$196K | 0.44% | 48 |
|
|
2024
Q3 | $28M | Buy |
218,486
+40,175
| +23% | +$5.14M | 0.44% | 53 |
|
|
2024
Q2 | $18.6M | Sell |
178,311
-370
| -0.2% | -$38.6K | 0.3% | 69 |
|
|
2024
Q1 | $16.7M | Buy |
178,681
+51,439
| +40% | +$4.81M | 0.26% | 76 |
|
|
2023
Q4 | $11.5M | Buy |
127,242
+123,116
| +2,984% | +$11.1M | 0.17% | 109 |
|
|
2023
Q3 | $338K | Sell |
4,126
-848
| -17% | -$69.5K | 0.01% | 460 |
|
|
2023
Q2 | $402K | Sell |
4,974
-952
| -16% | -$77K | 0.01% | 442 |
|
|
2023
Q1 | $425K | Sell |
5,926
-469
| -7% | -$33.6K | 0.01% | 430 |
|
|
2022
Q4 | $419K | Sell |
6,395
-2,692
| -30% | -$176K | 0.01% | 444 |
|
|
2022
Q3 | $584K | Buy |
9,087
+927
| +11% | +$59.6K | 0.01% | 418 |
|
|
2022
Q2 | $672K | Sell |
8,160
-999
| -11% | -$82.3K | 0.01% | 424 |
|
|
2022
Q1 | $881K | Sell |
9,159
-1,057
| -10% | -$102K | 0.01% | 406 |
|
|
2021
Q4 | $876K | Buy |
10,216
+251
| +3% | +$21.5K | 0.01% | 405 |
|
|
2021
Q3 | $821K | Buy |
9,965
+116
| +1% | +$9.56K | 0.02% | 255 |
|
|
2021
Q2 | $819K | Sell |
9,849
-556
| -5% | -$46.2K | 0.02% | 256 |
|
|
2021
Q1 | $746K | Sell |
10,405
-2,775
| -21% | -$199K | 0.02% | 254 |
|
|
2020
Q4 | $852K | Sell |
13,180
-30,463
| -70% | -$1.97M | 0.02% | 231 |
|
|
2020
Q3 | $2.26M | Hold |
43,643
| – | – | 0.07% | 162 |
|
|
2020
Q2 | $2.26M | Buy |
43,643
+1,715
| +4% | +$88.7K | 0.07% | 162 |
|
|
2020
Q1 | $1.92M | Sell |
41,928
-53,570
| -56% | -$2.45M | 0.07% | 161 |
|
|
2019
Q4 | $7.81M | Buy |
95,498
+31,489
| +49% | +$2.58M | 0.22% | 96 |
|
|
2019
Q3 | $5.8K | Buy |
64,009
+1,852
| +3% | +$168 | 0.14% | 112 |
|
|
2019
Q2 | $5.07K | Sell |
62,157
-230
| -0.4% | -$19 | 0.12% | 119 |
|
|
2019
Q1 | $4.84M | Buy |
62,387
+13,924
| +29% | +$1.08M | 0.15% | 120 |
|
|
2018
Q4 | $3.36K | Buy |
48,463
+21,859
| +82% | +$1.52K | 0.1% | 134 |
|
|
2018
Q3 | $1.71M | Buy |
26,604
+4,001
| +18% | +$257K | 0.05% | 182 |
|
|
2018
Q2 | $1.42M | Buy |
22,603
+1,329
| +6% | +$83.3K | 0.05% | 194 |
|
|
2018
Q1 | $1.16M | Buy |
21,274
+819
| +4% | +$44.6K | 0.04% | 205 |
|
|
2017
Q4 | $1.3M | Sell |
20,455
-347
| -2% | -$22.1K | 0.04% | 194 |
|
|
2017
Q3 | $1.46M | Buy |
20,802
+2,232
| +12% | +$157K | 0.05% | 185 |
|
|
2017
Q2 | $1.39M | Buy |
18,570
+425
| +2% | +$31.8K | 0.05% | 187 |
|
|
2017
Q1 | $1.29M | Buy |
+18,145
| New | +$1.29M | 0.05% | 184 |
|