Venture Visionary Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
80,572
-5,041
| -6% | -$775K | 0.46% | 51 |
|
|
2025
Q1 | $13.1M | Buy |
85,613
+3,242
| +4% | +$497K | 0.55% | 44 |
|
|
2024
Q4 | $10.4M | Sell |
82,371
-696
| -0.8% | -$87.7K | 0.44% | 60 |
|
|
2024
Q3 | $10.6M | Sell |
83,067
-4,701
| -5% | -$602K | 0.46% | 57 |
|
|
2024
Q2 | $9.15M | Sell |
87,768
-475
| -0.5% | -$49.5K | 0.42% | 64 |
|
|
2024
Q1 | $8.25M | Sell |
88,243
-1,607
| -2% | -$150K | 0.39% | 70 |
|
|
2023
Q4 | $8.1M | Sell |
89,850
-1,650
| -2% | -$149K | 0.43% | 62 |
|
|
2023
Q3 | $7.5M | Buy |
91,500
+77
| +0.1% | +$6.31K | 0.45% | 59 |
|
|
2023
Q2 | $7.4M | Sell |
91,423
-524
| -0.6% | -$42.4K | 0.44% | 61 |
|
|
2023
Q1 | $6.59M | Sell |
91,947
-183
| -0.2% | -$13.1K | 0.42% | 68 |
|
|
2022
Q4 | $6.04M | Sell |
92,130
-4,094
| -4% | -$268K | 0.44% | 59 |
|
|
2022
Q3 | $6.19M | Buy |
96,224
+139
| +0.1% | +$8.94K | 0.5% | 48 |
|
|
2022
Q2 | $7.91M | Sell |
96,085
-842
| -0.9% | -$69.3K | 0.6% | 41 |
|
|
2022
Q1 | $9.32M | Buy |
96,927
+1,023
| +1% | +$98.3K | 0.62% | 43 |
|
|
2021
Q4 | $8.23M | Buy |
95,904
+3,663
| +4% | +$314K | 0.53% | 46 |
|
|
2021
Q3 | $7.6M | Buy |
92,241
+814
| +0.9% | +$67.1K | 0.54% | 46 |
|
|
2021
Q2 | $7.6M | Buy |
91,427
+1,736
| +2% | +$144K | 0.61% | 35 |
|
|
2021
Q1 | $6.42M | Buy |
89,691
+8,127
| +10% | +$582K | 0.54% | 42 |
|
|
2020
Q4 | $5.27M | Buy |
81,564
+75,538
| +1,254% | +$4.88M | 0.58% | 38 |
|
|
2020
Q3 | $331K | Buy |
6,026
+31
| +0.5% | +$1.7K | 0.08% | 143 |
|
|
2020
Q2 | $310K | Sell |
5,995
-578
| -9% | -$29.9K | 0.09% | 127 |
|
|
2020
Q1 | $300K | Sell |
6,573
-300
| -4% | -$13.7K | 0.11% | 112 |
|
|
2019
Q4 | $562K | Buy |
+6,873
| New | +$562K | 0.17% | 85 |
|