AWM
Apollon Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
5,775
+211
| +4% | +$32.4K | 0.02% | 584 |
|
|
2025
Q1 | $852K | Buy |
5,564
+717
| +15% | +$110K | 0.02% | 553 |
|
|
2024
Q4 | $611K | Buy |
4,847
+724
| +18% | +$91.2K | 0.01% | 676 |
|
|
2024
Q3 | $528K | Buy |
4,123
+11
| +0.3% | +$1.41K | 0.01% | 699 |
|
|
2024
Q2 | $429K | Sell |
4,112
-112
| -3% | -$11.7K | 0.01% | 741 |
|
|
2024
Q1 | $395K | Sell |
4,224
-63
| -1% | -$5.89K | 0.01% | 774 |
|
|
2023
Q4 | $387K | Buy |
4,287
+197
| +5% | +$17.8K | 0.01% | 744 |
|
|
2023
Q3 | $335K | Buy |
+4,090
| New | +$335K | 0.02% | 667 |
|
|
2020
Q3 | – | Sell |
-107
| Closed | -$6K | – | 681 |
|
|
2020
Q2 | $6K | Buy |
+107
| New | +$6K | ﹤0.01% | 549 |
|