United Capital Financial 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 | $3.55M | Buy |
23,118
+1,229
| +6% | +$189K | 0.03% | 329 |
|
|
2025
Q1 | $3.35M | Buy |
21,889
+1,574
| +8% | +$241K | 0.03% | 336 |
|
|
2024
Q4 | $2.56M | Sell |
20,315
-89
| -0.4% | -$11.2K | 0.02% | 369 |
|
|
2024
Q3 | $2.61M | Buy |
20,404
+126
| +0.6% | +$16.1K | 0.02% | 360 |
|
|
2024
Q2 | $2.11M | Sell |
20,278
-1,426
| -7% | -$149K | 0.02% | 389 |
|
|
2024
Q1 | $2.03M | Sell |
21,704
-1,095
| -5% | -$102K | 0.02% | 423 |
|
|
2023
Q4 | $2.06M | Buy |
22,799
+4,078
| +22% | +$368K | 0.02% | 411 |
|
|
2023
Q3 | $1.53M | Sell |
18,721
-3,476
| -16% | -$285K | 0.01% | 455 |
|
|
2023
Q2 | $1.8M | Sell |
22,197
-2,566
| -10% | -$208K | 0.01% | 458 |
|
|
2023
Q1 | $1.78M | Sell |
24,763
-5,410
| -18% | -$388K | 0.01% | 471 |
|
|
2022
Q4 | $1.98M | Sell |
30,173
-1,523
| -5% | -$99.8K | 0.01% | 483 |
|
|
2022
Q3 | $2.04M | Sell |
31,696
-1,188
| -4% | -$76.4K | 0.01% | 473 |
|
|
2022
Q2 | $2.71M | Sell |
32,884
-5
| -0% | -$412 | 0.01% | 438 |
|
|
2022
Q1 | $3.16M | Sell |
32,889
-3,189
| -9% | -$307K | 0.02% | 438 |
|
|
2021
Q4 | $3.09M | Buy |
36,078
+1,621
| +5% | +$139K | 0.01% | 457 |
|
|
2021
Q3 | $2.84M | Buy |
34,457
+1,019
| +3% | +$84K | 0.01% | 467 |
|
|
2021
Q2 | $2.78M | Buy |
33,438
+1,970
| +6% | +$164K | 0.01% | 479 |
|
|
2021
Q1 | $2.25M | Buy |
31,468
+5,942
| +23% | +$426K | 0.01% | 485 |
|
|
2020
Q4 | $1.65M | Sell |
25,526
-3,484
| -12% | -$225K | 0.01% | 548 |
|
|
2020
Q3 | $1.6M | Buy |
29,010
+10,962
| +61% | +$604K | 0.01% | 555 |
|
|
2020
Q2 | $934K | Sell |
18,048
-1,717
| -9% | -$88.9K | 0.01% | 679 |
|
|
2020
Q1 | $905K | Sell |
19,765
-3,327
| -14% | -$152K | 0.01% | 652 |
|
|
2019
Q4 | $1.89M | Buy |
23,092
+4,688
| +25% | +$383K | 0.01% | 614 |
|
|
2019
Q3 | $1.67M | Sell |
18,404
-18,630
| -50% | -$1.69M | 0.01% | 617 |
|
|
2019
Q2 | $3.02M | Buy |
37,034
+11,733
| +46% | +$956K | 0.02% | 514 |
|
|
2019
Q1 | $1.96M | Sell |
25,301
-9,404
| -27% | -$730K | 0.01% | 589 |
|
|
2018
Q4 | $2.41M | Sell |
34,705
-247
| -0.7% | -$17.1K | 0.02% | 519 |
|
|
2018
Q3 | $2.25M | Sell |
34,952
-1,748
| -5% | -$112K | 0.02% | 585 |
|
|
2018
Q2 | $2.3M | Sell |
36,700
-17,351
| -32% | -$1.09M | 0.02% | 564 |
|
|
2018
Q1 | $2.94M | Buy |
54,051
+7,179
| +15% | +$391K | 0.02% | 500 |
|
|
2017
Q4 | $2.99M | Buy |
46,872
+5,212
| +13% | +$332K | 0.02% | 504 |
|
|
2017
Q3 | $2.93M | Sell |
41,660
-6,672
| -14% | -$469K | 0.02% | 497 |
|
|
2017
Q2 | $3.62M | Sell |
48,332
-2,365
| -5% | -$177K | 0.03% | 440 |
|
|
2017
Q1 | $3.59M | Sell |
50,697
-8,086
| -14% | -$573K | 0.03% | 437 |
|
|
2016
Q4 | $3.93M | Buy |
58,783
+2,826
| +5% | +$189K | 0.04% | 416 |
|
|
2016
Q3 | $4.18M | Buy |
55,957
+6,809
| +14% | +$509K | 0.04% | 416 |
|
|
2016
Q2 | $3.74M | Sell |
49,148
-10,176
| -17% | -$773K | 0.04% | 422 |
|
|
2016
Q1 | $4.11M | Sell |
59,324
-15,484
| -21% | -$1.07M | 0.05% | 374 |
|
|
2015
Q4 | $5.09M | Buy |
74,808
+10,391
| +16% | +$707K | 0.06% | 323 |
|
|
2015
Q3 | $4.36M | Sell |
64,417
-2,836
| -4% | -$192K | 0.05% | 349 |
|
|
2015
Q2 | $4.41M | Buy |
67,253
+1,506
| +2% | +$98.8K | 0.05% | 368 |
|
|
2015
Q1 | $4.74M | Sell |
65,747
-70,903
| -52% | -$5.11M | 0.06% | 349 |
|
|
2014
Q4 | $10.3M | Buy |
136,650
+8,206
| +6% | +$621K | 0.15% | 158 |
|
|
2014
Q3 | $8.01M | Buy |
128,444
+5,026
| +4% | +$313K | 0.14% | 178 |
|
|
2014
Q2 | $7.74M | Buy |
123,418
+1,236
| +1% | +$77.5K | 0.14% | 186 |
|
|
2014
Q1 | $7.28M | Buy |
122,182
+34,789
| +40% | +$2.07M | 0.16% | 157 |
|
|
2013
Q4 | $4.68M | Buy |
87,393
+33,915
| +63% | +$1.82M | 0.16% | 150 |
|
|
2013
Q3 | $3.34M | Buy |
53,478
+1,168
| +2% | +$72.9K | 0.11% | 185 |
|
|
2013
Q2 | $3.51M | Buy |
+52,310
| New | +$3.51M | 0.09% | 234 |
|