Wealthfront Advisers’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Buy |
61,290
+5,590
| +10% | +$859K | 0.02% | 230 |
|
|
2025
Q1 | $8.53M | Buy |
55,700
+9,398
| +20% | +$1.44M | 0.02% | 233 |
|
|
2024
Q4 | $5.84M | Buy |
46,302
+1,682
| +4% | +$212K | 0.02% | 292 |
|
|
2024
Q3 | $5.71M | Sell |
44,620
-37
| -0.1% | -$4.74K | 0.02% | 272 |
|
|
2024
Q2 | $4.66M | Buy |
44,657
+5,572
| +14% | +$581K | 0.02% | 290 |
|
|
2024
Q1 | $3.65M | Sell |
39,085
-2,419
| -6% | -$226K | 0.01% | 345 |
|
|
2023
Q4 | $3.74M | Buy |
41,504
+7,641
| +23% | +$689K | 0.01% | 305 |
|
|
2023
Q3 | $2.77M | Buy |
33,863
+10,407
| +44% | +$853K | 0.01% | 363 |
|
|
2023
Q2 | $1.9M | Buy |
23,456
+4,355
| +23% | +$352K | 0.01% | 425 |
|
|
2023
Q1 | $1.37M | Buy |
19,101
+2,375
| +14% | +$170K | 0.01% | 476 |
|
|
2022
Q4 | $1.1M | Sell |
16,726
-767
| -4% | -$50.3K | 0.01% | 496 |
|
|
2022
Q3 | $1.13M | Sell |
17,493
-6,905
| -28% | -$444K | 0.01% | 465 |
|
|
2022
Q2 | $2.01M | Sell |
24,398
-4,553
| -16% | -$375K | 0.01% | 382 |
|
|
2022
Q1 | $2.78M | Buy |
28,951
+2,993
| +12% | +$288K | 0.01% | 325 |
|
|
2021
Q4 | $2.23M | Sell |
25,958
-7,995
| -24% | -$686K | 0.01% | 359 |
|
|
2021
Q3 | $2.8M | Buy |
33,953
+7,865
| +30% | +$648K | 0.01% | 270 |
|
|
2021
Q2 | $2.17M | Buy |
26,088
+5,792
| +29% | +$481K | 0.01% | 290 |
|
|
2021
Q1 | $1.45M | Buy |
20,296
+5,502
| +37% | +$394K | 0.01% | 328 |
|
|
2020
Q4 | $956K | Buy |
14,794
+6,609
| +81% | +$427K | 0.01% | 366 |
|
|
2020
Q3 | $451K | Buy |
8,185
+3,464
| +73% | +$191K | ﹤0.01% | 416 |
|
|
2020
Q2 | $244K | Sell |
4,721
-42,703
| -90% | -$2.21M | ﹤0.01% | 476 |
|
|
2020
Q1 | $2.17M | Buy |
47,424
+8,152
| +21% | +$373K | 0.02% | 131 |
|
|
2019
Q4 | $3.21M | Sell |
39,272
-3,017
| -7% | -$247K | 0.02% | 114 |
|
|
2019
Q3 | $3.83M | Buy |
42,289
+5,742
| +16% | +$520K | 0.03% | 89 |
|
|
2019
Q2 | $2.98M | Sell |
36,547
-3,660
| -9% | -$298K | 0.03% | 108 |
|
|
2019
Q1 | $3.12M | Buy |
40,207
+10,927
| +37% | +$848K | 0.03% | 99 |
|
|
2018
Q4 | $2.03M | Buy |
+29,280
| New | +$2.03M | 0.02% | 125 |
|