Western Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
1,839
+150
| +9% | +$23.1K | 0.02% | 563 |
|
|
2025
Q1 | $259K | Sell |
1,689
-694
| -29% | -$106K | 0.02% | 572 |
|
|
2024
Q4 | $300K | Buy |
2,383
+141
| +6% | +$17.8K | 0.02% | 522 |
|
|
2024
Q3 | $287K | Buy |
2,242
+216
| +11% | +$27.7K | 0.02% | 610 |
|
|
2024
Q2 | $211K | Buy |
+2,026
| New | +$211K | 0.02% | 617 |
|
|
2022
Q2 | – | Sell |
-2,505
| Closed | -$241K | – | 863 |
|
|
2022
Q1 | $241K | Buy |
+2,505
| New | +$241K | 0.01% | 742 |
|
|
2019
Q1 | – | Sell |
-4,231
| Closed | -$293K | – | 393 |
|
|
2018
Q4 | $293K | Buy |
+4,231
| New | +$293K | 0.08% | 257 |
|