Armstrong Advisory Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Sell |
143
-48
| -25% | -$7.38K | ﹤0.01% | 523 |
|
|
2025
Q1 | $24.1K | Hold |
191
| – | – | ﹤0.01% | 483 |
|
|
2024
Q4 | $24.1K | Hold |
191
| – | – | ﹤0.01% | 483 |
|
|
2024
Q3 | $24.5K | Hold |
191
| – | – | ﹤0.01% | 471 |
|
|
2024
Q2 | $19.9K | Sell |
191
-1
| -0.5% | -$104 | ﹤0.01% | 498 |
|
|
2024
Q1 | $17.3K | Hold |
192
| – | – | ﹤0.01% | 499 |
|
|
2023
Q4 | $17.3K | Sell |
192
-9
| -4% | -$812 | ﹤0.01% | 499 |
|
|
2023
Q3 | $16.5K | Hold |
201
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $16.3K | Hold |
201
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $14.4K | Hold |
201
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $13.2K | Buy |
+201
| New | +$13.2K | ﹤0.01% | 548 |
|