Zions Bancorporation’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $129K | Sell |
1,020
-13
| -1% | -$1.64K | 0.01% | 352 |
|
|
2024
Q3 | $132K | Sell |
1,033
-43
| -4% | -$5.51K | 0.01% | 353 |
|
|
2024
Q2 | $112K | Sell |
1,076
-103
| -9% | -$10.7K | 0.01% | 369 |
|
|
2024
Q1 | $110K | Sell |
1,179
-26
| -2% | -$2.43K | 0.01% | 358 |
|
|
2023
Q4 | $109K | Buy |
1,205
+1
| +0.1% | +$90 | 0.01% | 354 |
|
|
2023
Q3 | $98.6K | Buy |
1,204
+18
| +2% | +$1.48K | 0.01% | 346 |
|
|
2023
Q2 | $95.9K | Buy |
1,186
+14
| +1% | +$1.13K | 0.01% | 347 |
|
|
2023
Q1 | $84K | Sell |
1,172
-40
| -3% | -$2.87K | 0.01% | 364 |
|
|
2022
Q4 | $79.4K | Sell |
1,212
-127
| -9% | -$8.33K | 0.01% | 384 |
|
|
2022
Q3 | $86K | Buy |
1,339
+368
| +38% | +$23.6K | 0.01% | 366 |
|
|
2022
Q2 | $80K | Buy |
971
+176
| +22% | +$14.5K | 0.01% | 406 |
|
|
2022
Q1 | $76K | Buy |
795
+23
| +3% | +$2.2K | 0.01% | 449 |
|
|
2021
Q4 | $66K | Buy |
772
+73
| +10% | +$6.24K | 0.01% | 425 |
|
|
2021
Q3 | $57K | Buy |
699
+4
| +0.6% | +$326 | 0.01% | 439 |
|
|
2021
Q2 | $58K | Buy |
695
+2
| +0.3% | +$167 | 0.01% | 408 |
|
|
2021
Q1 | $50K | Sell |
693
-34
| -5% | -$2.45K | 0.01% | 427 |
|
|
2020
Q4 | $47K | Buy |
727
+4
| +0.6% | +$259 | 0.01% | 405 |
|
|
2020
Q3 | $40K | Buy |
723
+24
| +3% | +$1.33K | 0.01% | 415 |
|
|
2020
Q2 | $36K | Sell |
699
-21,848
| -97% | -$1.13M | 0.01% | 391 |
|
|
2020
Q1 | $1.03M | Buy |
22,547
+7,183
| +47% | +$329K | 0.18% | 56 |
|
|
2019
Q4 | $1.26M | Sell |
15,364
-1,089
| -7% | -$89.1K | 0.18% | 53 |
|
|
2019
Q3 | $1.49M | Buy |
16,453
+625
| +4% | +$56.6K | 0.21% | 43 |
|
|
2019
Q2 | $1.29M | Buy |
15,828
+1,277
| +9% | +$104K | 0.19% | 49 |
|
|
2019
Q1 | $1.13M | Sell |
14,551
-189
| -1% | -$14.7K | 0.18% | 57 |
|
|
2018
Q4 | $1.02M | Buy |
14,740
+760
| +5% | +$52.7K | 0.75% | 26 |
|
|
2018
Q3 | $899K | Buy |
13,980
+168
| +1% | +$10.8K | 0.21% | 60 |
|
|
2018
Q2 | $866K | Buy |
+13,812
| New | +$866K | 0.59% | 33 |
|
|
2018
Q1 | – | Sell |
-10,951
| Closed | -$698K | – | 708 |
|
|
2017
Q4 | $698K | Buy |
10,951
+650
| +6% | +$41.4K | 0.12% | 70 |
|
|
2017
Q3 | $724K | Buy |
10,301
+9,609
| +1,389% | +$675K | 0.1% | 110 |
|
|
2017
Q2 | $51K | Sell |
692
-38
| -5% | -$2.8K | 0.01% | 213 |
|
|
2017
Q1 | $52K | Buy |
730
+26
| +4% | +$1.85K | 0.01% | 195 |
|
|
2016
Q4 | $47K | Buy |
704
+86
| +14% | +$5.74K | 0.01% | 248 |
|
|
2016
Q3 | $44K | Buy |
618
+1
| +0.2% | +$71 | 0.01% | 251 |
|
|
2016
Q2 | $47K | Hold |
617
| – | – | 0.01% | 217 |
|
|
2016
Q1 | $43K | Sell |
617
-19
| -3% | -$1.32K | 0.01% | 266 |
|
|
2015
Q4 | $43K | Buy |
636
+500
| +368% | +$33.8K | 0.01% | 227 |
|
|
2015
Q3 | $8K | Sell |
136
-364
| -73% | -$21.4K | ﹤0.01% | 529 |
|
|
2015
Q2 | $33K | Sell |
500
-160
| -24% | -$10.6K | 0.01% | 189 |
|
|
2015
Q1 | $51K | Buy |
+660
| New | +$51K | 0.01% | 230 |
|