Winch Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Buy |
94
+1
| +1% | +$153 | ﹤0.01% | 264 |
|
|
2025
Q1 | $14.3K | Hold |
93
| – | – | ﹤0.01% | 251 |
|
|
2024
Q4 | $11.7K | Buy |
93
+1
| +1% | +$126 | ﹤0.01% | 280 |
|
|
2024
Q3 | $11.8K | Sell |
92
-162
| -64% | -$20.8K | ﹤0.01% | 252 |
|
|
2024
Q2 | $26.5K | Buy |
254
+1
| +0.4% | +$104 | 0.01% | 195 |
|
|
2024
Q1 | $23.6K | Buy |
253
+2
| +0.8% | +$187 | 0.01% | 196 |
|
|
2023
Q4 | $22.7K | Buy |
251
+1
| +0.4% | +$90 | 0.01% | 195 |
|
|
2023
Q3 | $20K | Buy |
250
+2
| +0.8% | +$160 | 0.01% | 193 |
|
|
2023
Q2 | $20K | Buy |
248
+2
| +0.8% | +$161 | 0.01% | 195 |
|
|
2023
Q1 | $18K | Buy |
246
+2
| +0.8% | +$146 | 0.01% | 202 |
|
|
2022
Q4 | $16K | Buy |
244
+2
| +0.8% | +$131 | 0.01% | 206 |
|
|
2022
Q3 | $16K | Buy |
242
+2
| +0.8% | +$132 | 0.01% | 190 |
|
|
2022
Q2 | $20K | Buy |
240
+2
| +0.8% | +$167 | 0.01% | 176 |
|
|
2022
Q1 | $23K | Hold |
238
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $20K | Buy |
238
+2
| +0.8% | +$168 | 0.01% | 206 |
|
|
2021
Q3 | $19K | Buy |
236
+2
| +0.9% | +$161 | 0.01% | 214 |
|
|
2021
Q2 | $19K | Buy |
234
+2
| +0.9% | +$162 | 0.01% | 211 |
|
|
2021
Q1 | $17K | Buy |
232
+2
| +0.9% | +$147 | 0.01% | 204 |
|
|
2020
Q4 | $15K | Sell |
230
-124
| -35% | -$8.09K | 0.01% | 189 |
|
|
2020
Q3 | $20K | Sell |
354
-31
| -8% | -$1.75K | 0.01% | 144 |
|
|
2020
Q2 | $20K | Buy |
385
+5
| +1% | +$260 | 0.01% | 138 |
|
|
2020
Q1 | $17K | Buy |
380
+4
| +1% | +$179 | 0.01% | 139 |
|
|
2019
Q4 | $31K | Buy |
376
+4
| +1% | +$330 | 0.01% | 134 |
|
|
2019
Q3 | $34K | Buy |
372
+3
| +0.8% | +$274 | 0.02% | 125 |
|
|
2019
Q2 | $30K | Sell |
369
-47
| -11% | -$3.82K | 0.02% | 136 |
|
|
2019
Q1 | $32K | Buy |
416
+55
| +15% | +$4.23K | 0.02% | 133 |
|
|
2018
Q4 | $25K | Sell |
361
-6
| -2% | -$416 | 0.01% | 129 |
|
|
2018
Q3 | $24K | Buy |
367
+80
| +28% | +$5.23K | 0.01% | 127 |
|
|
2018
Q2 | $18K | Buy |
287
+4
| +1% | +$251 | 0.01% | 159 |
|
|
2018
Q1 | $15K | Buy |
283
+5
| +2% | +$265 | 0.01% | 171 |
|
|
2017
Q4 | $18K | Buy |
278
+3
| +1% | +$194 | 0.01% | 154 |
|
|
2017
Q3 | $19K | Buy |
275
+141
| +105% | +$9.74K | 0.01% | 135 |
|
|
2017
Q2 | $10K | Buy |
+134
| New | +$10K | 0.01% | 192 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$3K | – | 292 |
|
|
2015
Q2 | $3K | Buy |
50
+1
| +2% | +$60 | ﹤0.01% | 241 |
|
|
2015
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 210 |
|