Visionary Wealth 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 | $417K | Hold |
2,710
| – | – | 0.02% | 393 |
|
|
2025
Q1 | $415K | Sell |
2,710
-50
| -2% | -$7.66K | 0.02% | 377 |
|
|
2024
Q4 | $348K | Sell |
2,760
-100
| -3% | -$12.6K | 0.02% | 413 |
|
|
2024
Q3 | $366K | Sell |
2,860
-85
| -3% | -$10.9K | 0.02% | 394 |
|
|
2024
Q2 | $307K | Sell |
2,945
-395
| -12% | -$41.2K | 0.02% | 408 |
|
|
2024
Q1 | $312K | Buy |
3,340
+405
| +14% | +$37.8K | 0.02% | 401 |
|
|
2023
Q4 | $265K | Sell |
2,935
-514
| -15% | -$46.3K | 0.02% | 414 |
|
|
2023
Q3 | $283K | Sell |
3,449
-400
| -10% | -$32.8K | 0.02% | 375 |
|
|
2023
Q2 | $311K | Sell |
3,849
-220
| -5% | -$17.8K | 0.02% | 359 |
|
|
2023
Q1 | $292K | Sell |
4,069
-175
| -4% | -$12.5K | 0.02% | 358 |
|
|
2022
Q4 | $278K | Sell |
4,244
-60
| -1% | -$3.93K | 0.03% | 336 |
|
|
2022
Q3 | $277K | Sell |
4,304
-70
| -2% | -$4.51K | 0.03% | 313 |
|
|
2022
Q2 | $360K | Sell |
4,374
-283
| -6% | -$23.3K | 0.03% | 295 |
|
|
2022
Q1 | $448K | Sell |
4,657
-298
| -6% | -$28.7K | 0.04% | 265 |
|
|
2021
Q4 | $425K | Sell |
4,955
-280
| -5% | -$24K | 0.03% | 251 |
|
|
2021
Q3 | $431K | Sell |
5,235
-965
| -16% | -$79.4K | 0.04% | 204 |
|
|
2021
Q2 | $515K | Sell |
6,200
-505
| -8% | -$41.9K | 0.05% | 200 |
|
|
2021
Q1 | $480K | Sell |
6,705
-770
| -10% | -$55.1K | 0.05% | 200 |
|
|
2020
Q4 | $483K | Buy |
7,475
+233
| +3% | +$15.1K | 0.05% | 187 |
|
|
2020
Q3 | $399K | Buy |
7,242
+978
| +16% | +$53.9K | 0.06% | 173 |
|
|
2020
Q2 | $325K | Buy |
6,264
+96
| +2% | +$4.98K | 0.05% | 172 |
|
|
2020
Q1 | $282K | Buy |
6,168
+367
| +6% | +$16.8K | 0.05% | 158 |
|
|
2019
Q4 | $474K | Buy |
+5,801
| New | +$474K | 0.08% | 133 |
|