Abound Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.2K | Hold |
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|
2025
Q2 | $15.6K | Hold |
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|
2025
Q1 | $15.6K | Sell |
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|
2024
Q4 | $15.8K | Buy |
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|
2024
Q3 | $13.5K | Hold |
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|
2024
Q2 | $11K | Sell |
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|
2024
Q1 | $10.4K | Buy |
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|
2023
Q4 | $9.58K | Hold |
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|
2023
Q3 | $8.7K | Sell |
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|
2023
Q2 | $8.75K | Buy |
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|
2023
Q1 | $4.59K | Buy |
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|
2022
Q4 | $2.69K | Buy |
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|
2022
Q3 | $2.13K | Buy |
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