Wedbush Securities’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
2,147
-297
| -12% | -$45.7K | 0.01% | 793 |
|
|
2025
Q1 | $374K | Buy |
2,444
+157
| +7% | +$24K | 0.01% | 716 |
|
|
2024
Q4 | $288K | Buy |
2,287
+247
| +12% | +$31.1K | 0.01% | 841 |
|
|
2024
Q3 | $261K | Sell |
2,040
-2,229
| -52% | -$285K | 0.01% | 866 |
|
|
2024
Q2 | $445K | Sell |
4,269
-147
| -3% | -$15.3K | 0.02% | 675 |
|
|
2024
Q1 | $413K | Buy |
4,416
+1,889
| +75% | +$177K | 0.02% | 721 |
|
|
2023
Q4 | $228K | Buy |
+2,527
| New | +$228K | 0.01% | 897 |
|
|
2021
Q1 | – | Sell |
-4,070
| Closed | -$263K | – | 1096 |
|
|
2020
Q4 | $263K | Buy |
+4,070
| New | +$263K | 0.02% | 693 |
|
|
2019
Q4 | – | Sell |
-5,016
| Closed | -$455K | – | 1036 |
|
|
2019
Q3 | $455K | Buy |
5,016
+547
| +12% | +$49.6K | 0.04% | 481 |
|
|
2019
Q2 | $364K | Buy |
4,469
+414
| +10% | +$33.7K | 0.04% | 555 |
|
|
2019
Q1 | $315K | Buy |
+4,055
| New | +$315K | 0.03% | 578 |
|
|
2018
Q4 | – | Sell |
-12,243
| Closed | -$787K | – | 938 |
|
|
2018
Q3 | $787K | Sell |
12,243
-350
| -3% | -$22.5K | 0.09% | 250 |
|
|
2018
Q2 | $789K | Sell |
12,593
-1,452
| -10% | -$91K | 0.1% | 238 |
|
|
2018
Q1 | $764K | Buy |
14,045
+3,787
| +37% | +$206K | 0.1% | 242 |
|
|
2017
Q4 | $654K | Sell |
10,258
-1,496
| -13% | -$95.4K | 0.08% | 301 |
|
|
2017
Q3 | $826K | Buy |
11,754
+1,825
| +18% | +$128K | 0.11% | 219 |
|
|
2017
Q2 | $743K | Buy |
9,929
+787
| +9% | +$58.9K | 0.1% | 257 |
|
|
2017
Q1 | $647K | Buy |
9,142
+5,643
| +161% | +$399K | 0.09% | 276 |
|
|
2016
Q4 | $234K | Sell |
3,499
-262
| -7% | -$17.5K | 0.03% | 604 |
|
|
2016
Q3 | $281K | Sell |
3,761
-665
| -15% | -$49.7K | 0.04% | 544 |
|
|
2016
Q2 | $337K | Sell |
4,426
-414
| -9% | -$31.5K | 0.06% | 409 |
|
|
2016
Q1 | $336K | Buy |
4,840
+285
| +6% | +$19.8K | 0.06% | 383 |
|
|
2015
Q4 | $310K | Sell |
4,555
-33
| -0.7% | -$2.25K | 0.06% | 391 |
|
|
2015
Q3 | $311K | Buy |
4,588
+905
| +25% | +$61.3K | 0.06% | 360 |
|
|
2015
Q2 | $242K | Sell |
3,683
-2,548
| -41% | -$167K | 0.04% | 505 |
|
|
2015
Q1 | $482K | Buy |
6,231
+983
| +19% | +$76K | 0.08% | 287 |
|
|
2014
Q4 | $397K | Buy |
5,248
+627
| +14% | +$47.4K | 0.06% | 318 |
|
|
2014
Q3 | $288K | Buy |
4,621
+48
| +1% | +$2.99K | 0.04% | 415 |
|
|
2014
Q2 | $287K | Buy |
4,573
+579
| +14% | +$36.3K | 0.05% | 410 |
|
|
2014
Q1 | $238K | Sell |
3,994
-119
| -3% | -$7.09K | 0.04% | 450 |
|
|
2013
Q4 | $220K | Buy |
+4,113
| New | +$220K | 0.05% | 434 |
|