VRM
Vectors Research Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
1,422
-8
| -0.6% | -$1.23K | 0.07% | 110 |
|
|
2025
Q1 | $219K | Buy |
+1,430
| New | +$219K | 0.08% | 109 |
|
|
2022
Q3 | – | Sell |
-2,402
| Closed | -$198K | – | 490 |
|
|
2022
Q2 | $198K | Buy |
2,402
+75
| +3% | +$6.18K | 0.05% | 144 |
|
|
2022
Q1 | $224K | Sell |
2,327
-75
| -3% | -$7.22K | 0.05% | 142 |
|
|
2021
Q4 | $206K | Sell |
2,402
-403
| -14% | -$34.6K | 0.04% | 162 |
|
|
2021
Q3 | $231K | Buy |
2,805
+403
| +17% | +$33.2K | 0.05% | 145 |
|
|
2021
Q2 | $200K | Buy |
2,402
+70
| +3% | +$5.83K | 0.05% | 148 |
|
|
2021
Q1 | $167K | Sell |
2,332
-11,510
| -83% | -$824K | 0.05% | 150 |
|
|
2020
Q4 | $894K | Sell |
13,842
-9,552
| -41% | -$617K | 0.27% | 75 |
|
|
2020
Q3 | $1.29M | Buy |
23,394
+468
| +2% | +$25.7K | 0.47% | 55 |
|
|
2020
Q2 | $1.19M | Buy |
22,926
+203
| +0.9% | +$10.5K | 0.47% | 52 |
|
|
2020
Q1 | $1.04M | Buy |
22,723
+1,027
| +5% | +$47K | 0.49% | 52 |
|
|
2019
Q4 | $1.77M | Buy |
21,696
+11,969
| +123% | +$979K | 0.71% | 34 |
|
|
2019
Q3 | $882K | Buy |
9,727
+861
| +10% | +$78.1K | 0.43% | 48 |
|
|
2019
Q2 | $723K | Buy |
8,866
+1,433
| +19% | +$117K | 0.39% | 52 |
|
|
2019
Q1 | $577K | Buy |
7,433
+972
| +15% | +$75.5K | 0.33% | 60 |
|
|
2018
Q4 | $448K | Buy |
6,461
+966
| +18% | +$67K | 0.21% | 75 |
|
|
2018
Q3 | $341K | Buy |
+5,495
| New | +$341K | 0.21% | 81 |
|