XML Financial’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
1,334
| – | – | 0.02% | 351 |
|
|
2025
Q1 | $204K | Sell |
1,334
-456
| -25% | -$69.9K | 0.02% | 333 |
|
|
2024
Q4 | $226K | Buy |
1,790
+1
| +0.1% | +$126 | 0.02% | 323 |
|
|
2024
Q3 | $229K | Buy |
+1,789
| New | +$229K | 0.02% | 311 |
|
|
2022
Q2 | – | Sell |
-23,508
| Closed | -$2.26M | – | 338 |
|
|
2022
Q1 | $2.26M | Sell |
23,508
-399
| -2% | -$38.4K | 0.27% | 97 |
|
|
2021
Q4 | $2.05M | Sell |
23,907
-34
| -0.1% | -$2.92K | 0.25% | 100 |
|
|
2021
Q3 | $1.97M | Buy |
+23,941
| New | +$1.97M | 0.26% | 99 |
|