Wharton Business Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
1,300
-1,255
| -49% | -$193K | 0.01% | 134 |
|
|
2025
Q1 | $391K | Hold |
2,555
| – | – | 0.02% | 104 |
|
|
2024
Q4 | $322K | Hold |
2,555
| – | – | 0.01% | 112 |
|
|
2024
Q3 | $327K | Hold |
2,555
| – | – | 0.01% | 119 |
|
|
2024
Q2 | $266K | Hold |
2,555
| – | – | 0.01% | 121 |
|
|
2024
Q1 | $239K | Hold |
2,555
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $230K | Hold |
2,555
| – | – | 0.01% | 125 |
|
|
2023
Q3 | $209K | Hold |
2,555
| – | – | 0.01% | 132 |
|
|
2023
Q2 | $207K | Buy |
+2,555
| New | +$207K | 0.01% | 126 |
|
|
2022
Q3 | – | Sell |
-2,555
| Closed | -$210K | – | 133 |
|
|
2022
Q2 | $210K | Hold |
2,555
| – | – | 0.01% | 124 |
|
|
2022
Q1 | $246K | Hold |
2,555
| – | – | 0.01% | 123 |
|
|
2021
Q4 | $219K | Hold |
2,555
| – | – | 0.01% | 121 |
|
|
2021
Q3 | $211K | Buy |
+2,555
| New | +$211K | 0.02% | 63 |
|
|
2020
Q1 | – | Sell |
-2,555
| Closed | -$209K | – | 118 |
|
|
2019
Q4 | $209K | Hold |
2,555
| – | – | 0.02% | 115 |
|
|
2019
Q3 | $232K | Hold |
2,555
| – | – | 0.02% | 91 |
|
|
2019
Q2 | $208K | Buy |
+2,555
| New | +$208K | 0.02% | 96 |
|