WCA
Westover Capital Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
25,639
-3,191
| -11% | -$491K | 0.79% | 34 |
|
|
2025
Q1 | $4.42M | Sell |
28,830
-2,403
| -8% | -$368K | 0.98% | 23 |
|
|
2024
Q4 | $3.94M | Sell |
31,233
-1,440
| -4% | -$181K | 0.87% | 25 |
|
|
2024
Q3 | $4.18M | Sell |
32,673
-146
| -0.4% | -$18.7K | 0.8% | 29 |
|
|
2024
Q2 | $3.42M | Buy |
32,819
+462
| +1% | +$48.2K | 0.88% | 26 |
|
|
2024
Q1 | $3.02M | Sell |
32,357
-1,082
| -3% | -$101K | 0.88% | 30 |
|
|
2023
Q4 | $3.02M | Buy |
33,439
+2,277
| +7% | +$205K | 0.98% | 27 |
|
|
2023
Q3 | $2.55M | Buy |
+31,162
| New | +$2.55M | 0.92% | 29 |
|
|
2013
Q4 | – | Sell |
-4,822
| Closed | -$323K | – | 84 |
|
|
2013
Q3 | $323K | Buy |
4,822
+1,522
| +46% | +$102K | 0.33% | 59 |
|
|
2013
Q2 | $221K | Buy |
+3,300
| New | +$221K | 0.22% | 68 |
|