Wealth Alliance’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
1,994
-58
| -3% | -$8.91K | 0.03% | 403 |
|
|
2025
Q1 | $314K | Buy |
2,052
+159
| +8% | +$24.4K | 0.04% | 382 |
|
|
2024
Q4 | $239K | Sell |
1,893
-92
| -5% | -$11.6K | 0.03% | 443 |
|
|
2024
Q3 | $254K | Sell |
1,985
-95
| -5% | -$12.2K | 0.03% | 441 |
|
|
2024
Q2 | $217K | Buy |
+2,080
| New | +$217K | 0.03% | 464 |
|