Abound Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Hold |
102
| – | – | ﹤0.01% | 370 |
|
|
2025
Q1 | $15.6K | Sell |
102
-24
| -19% | -$3.66K | 0.01% | 334 |
|
|
2024
Q4 | $15.8K | Buy |
126
+20
| +19% | +$2.51K | 0.01% | 321 |
|
|
2024
Q3 | $13.5K | Hold |
106
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $11K | Sell |
106
-6
| -5% | -$623 | ﹤0.01% | 350 |
|
|
2024
Q1 | $10.4K | Buy |
112
+6
| +6% | +$559 | ﹤0.01% | 365 |
|
|
2023
Q4 | $9.58K | Hold |
106
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $8.7K | Sell |
106
-2
| -2% | -$164 | ﹤0.01% | 359 |
|
|
2023
Q2 | $8.75K | Buy |
108
+44
| +69% | +$3.56K | ﹤0.01% | 363 |
|
|
2023
Q1 | $4.59K | Buy |
64
+23
| +56% | +$1.65K | ﹤0.01% | 427 |
|
|
2022
Q4 | $2.69K | Buy |
41
+8
| +24% | +$525 | ﹤0.01% | 487 |
|
|
2022
Q3 | $2.13K | Buy |
+33
| New | +$2.13K | ﹤0.01% | 471 |
|