World Equity 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 | $396K | Buy |
2,578
+395
| +18% | +$60.7K | 0.11% | 197 |
|
|
2025
Q1 | $334K | Buy |
+2,183
| New | +$334K | 0.1% | 210 |
|
|
2024
Q4 | – | Sell |
-1,729
| Closed | -$221K | – | 391 |
|
|
2024
Q3 | $221K | Buy |
+1,729
| New | +$221K | 0.08% | 240 |
|
|
2023
Q2 | – | Sell |
-4,604
| Closed | -$418K | – | 569 |
|
|
2023
Q1 | $418K | Buy |
+4,604
| New | +$418K | 0.06% | 309 |
|