Woodmont Investment Counsel’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
2,071
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $317K | Sell |
2,071
-142
| -6% | -$21.8K | 0.02% | 225 |
|
|
2024
Q4 | $279K | Buy |
2,213
+81
| +4% | +$10.2K | 0.02% | 235 |
|
|
2024
Q3 | $273K | Buy |
+2,132
| New | +$273K | 0.02% | 237 |
|
|
2022
Q2 | – | Sell |
-2,094
| Closed | -$201K | – | 248 |
|
|
2022
Q1 | $201K | Buy |
+2,094
| New | +$201K | 0.02% | 239 |
|
|
2020
Q1 | – | Sell |
-2,766
| Closed | -$226K | – | 186 |
|
|
2019
Q4 | $226K | Hold |
2,766
| – | – | 0.05% | 169 |
|
|
2019
Q3 | $251K | Hold |
2,766
| – | – | 0.06% | 162 |
|
|
2019
Q2 | $226K | Sell |
2,766
-22
| -0.8% | -$1.8K | 0.06% | 166 |
|
|
2019
Q1 | $216K | Buy |
+2,788
| New | +$216K | 0.06% | 168 |
|
|
2016
Q4 | – | Sell |
-1,922
| Closed | -$144K | – | 618 |
|
|
2016
Q3 | $144K | Buy |
+1,922
| New | +$144K | 0.04% | 187 |
|
|
2016
Q2 | – | Sell |
-1,785
| Closed | -$124K | – | 452 |
|
|
2016
Q1 | $124K | Sell |
1,785
-275
| -13% | -$19.1K | 0.04% | 192 |
|
|
2015
Q4 | $140K | Buy |
2,060
+275
| +15% | +$18.7K | 0.04% | 198 |
|
|
2015
Q3 | $121K | Hold |
1,785
| – | – | 0.04% | 203 |
|
|
2015
Q2 | $117K | Buy |
+1,785
| New | +$117K | 0.03% | 206 |
|