West Family Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
3,443
+1,090
| +46% | +$168K | 0.14% | 148 |
|
|
2025
Q1 | $361K | Sell |
2,353
-9
| -0.4% | -$1.38K | 0.14% | 148 |
|
|
2024
Q4 | $298K | Buy |
2,362
+683
| +41% | +$86.1K | 0.1% | 193 |
|
|
2024
Q3 | $215K | Buy |
+1,679
| New | +$215K | 0.07% | 261 |
|
|
2022
Q2 | – | Sell |
-2,287
| Closed | -$220K | – | 315 |
|
|
2022
Q1 | $220K | Buy |
+2,287
| New | +$220K | 0.06% | 246 |
|