Vontobel Holding’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
27,756
+3,151
| +13% | +$484K | 0.01% | 340 |
|
|
2025
Q1 | $3.77M | Buy |
24,605
+9,987
| +68% | +$1.53M | 0.01% | 359 |
|
|
2024
Q4 | $1.84M | Sell |
14,618
-4,999
| -25% | -$630K | 0.01% | 460 |
|
|
2024
Q3 | $2.51M | Buy |
19,617
+1,846
| +10% | +$236K | 0.01% | 406 |
|
|
2024
Q2 | $1.85M | Sell |
17,771
-863
| -5% | -$90K | 0.01% | 442 |
|
|
2024
Q1 | $1.74M | Buy |
18,634
+3,519
| +23% | +$329K | 0.01% | 461 |
|
|
2023
Q4 | $1.36M | Sell |
15,115
-4,429
| -23% | -$399K | 0.01% | 516 |
|
|
2023
Q3 | $1.6M | Buy |
19,544
+378
| +2% | +$31K | 0.01% | 474 |
|
|
2023
Q2 | $1.55M | Buy |
19,166
+192
| +1% | +$15.5K | 0.01% | 499 |
|
|
2023
Q1 | $1.36M | Sell |
18,974
-11,705
| -38% | -$839K | 0.01% | 511 |
|
|
2022
Q4 | $1.99M | Buy |
30,679
+18,507
| +152% | +$1.2M | 0.02% | 410 |
|
|
2022
Q3 | $783K | Sell |
12,172
-19,877
| -62% | -$1.28M | 0.01% | 595 |
|
|
2022
Q2 | $2.67M | Buy |
32,049
+10,372
| +48% | +$863K | 0.03% | 352 |
|
|
2022
Q1 | $2.12M | Sell |
21,677
-12,730
| -37% | -$1.25M | 0.02% | 418 |
|
|
2021
Q4 | $2.96M | Buy |
34,407
+23,290
| +209% | +$2M | 0.02% | 374 |
|
|
2021
Q3 | $916K | Buy |
+11,117
| New | +$916K | 0.01% | 646 |
|