Wedmont Private Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
8,706
+327
| +4% | +$49.8K | 0.06% | 212 |
|
|
2025
Q1 | $1.2M | Buy |
8,379
+1,158
| +16% | +$165K | 0.06% | 199 |
|
|
2024
Q4 | $901K | Buy |
7,221
+533
| +8% | +$66.5K | 0.05% | 242 |
|
|
2024
Q3 | $831K | Sell |
6,688
-184
| -3% | -$22.9K | 0.05% | 237 |
|
|
2024
Q2 | $716K | Buy |
6,872
+1,716
| +33% | +$179K | 0.05% | 260 |
|
|
2024
Q1 | $474K | Buy |
5,156
+123
| +2% | +$11.3K | 0.03% | 332 |
|
|
2023
Q4 | $452K | Buy |
5,033
+699
| +16% | +$62.8K | 0.04% | 332 |
|
|
2023
Q3 | $356K | Buy |
4,334
+290
| +7% | +$23.8K | 0.04% | 334 |
|
|
2023
Q2 | $323K | Buy |
4,044
+623
| +18% | +$49.8K | 0.03% | 361 |
|
|
2023
Q1 | $249K | Buy |
+3,421
| New | +$249K | 0.03% | 390 |
|