Verde Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
16,495
+425
| +3% | +$65.3K | 0.63% | 30 |
|
|
2025
Q1 | $2.46M | Buy |
16,070
+187
| +1% | +$28.7K | 0.7% | 30 |
|
|
2024
Q4 | $2M | Buy |
15,883
+684
| +5% | +$86.2K | 0.56% | 31 |
|
|
2024
Q3 | $1.95M | Buy |
15,199
+367
| +2% | +$47K | 0.58% | 30 |
|
|
2024
Q2 | $1.55M | Buy |
14,832
+2,797
| +23% | +$292K | 0.49% | 30 |
|
|
2024
Q1 | $1.12M | Buy |
12,035
+7,088
| +143% | +$662K | 0.39% | 28 |
|
|
2023
Q4 | $446K | Buy |
+4,947
| New | +$446K | 0.17% | 35 |
|