Wealth Enhancement Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
135,853
+4,350
| +3% | +$665K | 0.03% | 414 |
|
|
2025
Q1 | $20.1M | Buy |
131,503
+10,423
| +9% | +$1.6M | 0.04% | 394 |
|
|
2024
Q4 | $15.3M | Buy |
121,080
+946
| +0.8% | +$119K | 0.03% | 439 |
|
|
2024
Q3 | $15.4M | Buy |
120,134
+704
| +0.6% | +$90.1K | 0.03% | 404 |
|
|
2024
Q2 | $12.5M | Buy |
119,430
+1,754
| +1% | +$183K | 0.03% | 427 |
|
|
2024
Q1 | $11M | Buy |
117,676
+4,506
| +4% | +$421K | 0.03% | 448 |
|
|
2023
Q4 | $10.2M | Buy |
113,170
+1,461
| +1% | +$132K | 0.03% | 428 |
|
|
2023
Q3 | $9.15M | Buy |
+111,709
| New | +$9.15M | 0.03% | 435 |
|
|
2019
Q2 | – | Sell |
-16,214
| Closed | -$1.18M | – | 244 |
|
|
2019
Q1 | $1.18M | Buy |
+16,214
| New | +$1.18M | 0.07% | 122 |
|