Welch Capital Partners’s InnovAge Holding INNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
448,775
+82,868
| +23% | +$306K | 0.37% | 12 |
|
|
2025
Q1 | $1.09M | Buy |
365,907
+28,349
| +8% | +$84.4K | 0.26% | 15 |
|
|
2024
Q4 | $1.33M | Hold |
337,558
| – | – | 0.29% | 13 |
|
|
2024
Q3 | $2.03M | Hold |
337,558
| – | – | 0.45% | 12 |
|
|
2024
Q2 | $1.67M | Hold |
337,558
| – | – | 0.4% | 12 |
|
|
2024
Q1 | $1.5M | Hold |
337,558
| – | – | 0.37% | 10 |
|
|
2023
Q4 | $2.03M | Hold |
337,558
| – | – | 0.54% | 10 |
|
|
2023
Q3 | $2.02M | Hold |
337,558
| – | – | 0.58% | 11 |
|
|
2023
Q2 | $2.53M | Hold |
337,558
| – | – | 0.71% | 11 |
|
|
2023
Q1 | $2.69M | Hold |
337,558
| – | – | 0.81% | 11 |
|
|
2022
Q4 | $2.42M | Sell |
337,558
-190
| -0.1% | -$1.36K | 0.77% | 11 |
|
|
2022
Q3 | $1.99M | Hold |
337,748
| – | – | 0.65% | 12 |
|
|
2022
Q2 | $1.48M | Sell |
337,748
-4,040
| -1% | -$17.7K | 0.45% | 14 |
|
|
2022
Q1 | $2.19M | Sell |
341,788
-202,365
| -37% | -$1.3M | 0.53% | 14 |
|
|
2021
Q4 | $2.72M | Buy |
+544,153
| New | +$2.72M | 0.6% | 14 |
|