Valeo 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 | $677K | Buy |
4,405
+728
| +20% | +$112K | 0.02% | 381 |
|
|
2025
Q1 | $563K | Buy |
3,677
+58
| +2% | +$8.89K | 0.02% | 388 |
|
|
2024
Q4 | $456K | Sell |
3,619
-49
| -1% | -$6.18K | 0.01% | 421 |
|
|
2024
Q3 | $470K | Buy |
3,668
+94
| +3% | +$12K | 0.01% | 418 |
|
|
2024
Q2 | $373K | Sell |
3,574
-21
| -0.6% | -$2.19K | 0.01% | 461 |
|
|
2024
Q1 | $337K | Sell |
3,595
-14
| -0.4% | -$1.31K | 0.01% | 465 |
|
|
2023
Q4 | $325K | Buy |
3,609
+355
| +11% | +$32K | 0.01% | 471 |
|
|
2023
Q3 | $267K | Buy |
3,254
+445
| +16% | +$36.5K | 0.01% | 494 |
|
|
2023
Q2 | $227K | Buy |
+2,809
| New | +$227K | 0.01% | 503 |
|
|
2022
Q4 | – | Sell |
-3,259
| Closed | -$210K | – | 580 |
|
|
2022
Q3 | $210K | Buy |
3,259
+36
| +1% | +$2.32K | 0.01% | 424 |
|
|
2022
Q2 | $265K | Sell |
3,223
-210
| -6% | -$17.3K | 0.02% | 373 |
|
|
2022
Q1 | $330K | Buy |
3,433
+173
| +5% | +$16.6K | 0.02% | 404 |
|
|
2021
Q4 | $280K | Buy |
3,260
+80
| +3% | +$6.87K | 0.02% | 409 |
|
|
2021
Q3 | $262K | Sell |
3,180
-570
| -15% | -$47K | 0.02% | 409 |
|
|
2021
Q2 | $312K | Sell |
3,750
-23
| -0.6% | -$1.91K | 0.02% | 334 |
|
|
2021
Q1 | $270K | Buy |
3,773
+34
| +0.9% | +$2.43K | 0.01% | 368 |
|
|
2020
Q4 | $242K | Sell |
3,739
-294
| -7% | -$19K | 0.01% | 372 |
|
|
2020
Q3 | $222K | Buy |
4,033
+294
| +8% | +$16.2K | 0.02% | 297 |
|
|
2020
Q2 | $193K | Buy |
3,739
+1,779
| +91% | +$91.8K | 0.02% | 319 |
|
|
2020
Q1 | $108K | Sell |
1,960
-135
| -6% | -$7.44K | 0.01% | 402 |
|
|
2019
Q4 | $171K | Buy |
2,095
+611
| +41% | +$49.9K | 0.02% | 349 |
|
|
2019
Q3 | $135K | Buy |
1,484
+881
| +146% | +$80.1K | 0.01% | 367 |
|
|
2019
Q2 | $49K | Buy |
603
+295
| +96% | +$24K | 0.01% | 605 |
|
|
2019
Q1 | $24K | Buy |
308
+3
| +1% | +$234 | ﹤0.01% | 731 |
|
|
2018
Q4 | $21K | Sell |
305
-1,428
| -82% | -$98.3K | ﹤0.01% | 695 |
|
|
2018
Q3 | $119K | Sell |
1,733
-78
| -4% | -$5.36K | 0.02% | 360 |
|
|
2018
Q2 | $115K | Buy |
1,811
+224
| +14% | +$14.2K | 0.02% | 374 |
|
|
2018
Q1 | $86K | Buy |
1,587
+548
| +53% | +$29.7K | 0.01% | 391 |
|
|
2017
Q4 | $66K | Buy |
1,039
+943
| +982% | +$59.9K | 0.01% | 426 |
|
|
2017
Q3 | $7K | Buy |
+96
| New | +$7K | ﹤0.01% | 800 |
|