Wealthspire Advisors (New York)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
4,127
+449
| +12% | +$69K | ﹤0.01% | 481 |
|
|
2025
Q1 | $564K | Buy |
3,678
+227
| +7% | +$34.8K | ﹤0.01% | 490 |
|
|
2024
Q4 | $435K | Buy |
3,451
+83
| +2% | +$10.5K | ﹤0.01% | 549 |
|
|
2024
Q3 | $431K | Buy |
3,368
+1,182
| +54% | +$151K | ﹤0.01% | 528 |
|
|
2024
Q2 | $228K | Buy |
+2,186
| New | +$228K | ﹤0.01% | 593 |
|
|
2024
Q1 | – | Sell |
-2,360
| Closed | -$213K | – | 672 |
|
|
2023
Q4 | $213K | Buy |
+2,360
| New | +$213K | ﹤0.01% | 603 |
|
|
2022
Q1 | – | Sell |
-2,962
| Closed | -$254K | – | 552 |
|
|
2021
Q4 | $254K | Sell |
2,962
-2,315
| -44% | -$199K | 0.01% | 463 |
|
|
2021
Q3 | $435K | Buy |
+5,277
| New | +$435K | 0.01% | 385 |
|
|
2021
Q2 | – | Sell |
-6,759
| Closed | -$484K | – | 669 |
|
|
2021
Q1 | $484K | Buy |
6,759
+967
| +17% | +$69.2K | 0.01% | 405 |
|
|
2020
Q4 | $374K | Buy |
+5,792
| New | +$374K | 0.01% | 369 |
|
|
2020
Q2 | – | Sell |
-6,542
| Closed | -$299K | – | 532 |
|
|
2020
Q1 | $299K | Buy |
+6,542
| New | +$299K | 0.01% | 383 |
|
|
2019
Q1 | – | Sell |
-266
| Closed | -$18K | – | 794 |
|
|
2018
Q4 | $18K | Buy |
+266
| New | +$18K | ﹤0.01% | 368 |
|