AWAG
ARS Wealth Advisors Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
4,994
+6
| +0.1% | +$922 | 0.09% | 86 |
|
|
2025
Q1 | $764K | Sell |
4,988
-33
| -0.7% | -$5.06K | 0.11% | 72 |
|
|
2024
Q4 | $633K | Hold |
5,021
| – | – | 0.09% | 83 |
|
|
2024
Q3 | $643K | Sell |
5,021
-36
| -0.7% | -$4.61K | 0.08% | 92 |
|
|
2024
Q2 | $527K | Hold |
5,057
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $473K | Sell |
5,057
-145
| -3% | -$13.5K | 0.06% | 98 |
|
|
2023
Q4 | $469K | Buy |
5,202
+586
| +13% | +$52.8K | 0.07% | 95 |
|
|
2023
Q3 | $378K | Sell |
4,616
-75
| -2% | -$6.14K | 0.06% | 104 |
|
|
2023
Q2 | $379K | Buy |
4,691
+33
| +0.7% | +$2.67K | 0.06% | 99 |
|
|
2023
Q1 | $334K | Hold |
4,658
| – | – | 0.06% | 95 |
|
|
2022
Q4 | $305K | Hold |
4,658
| – | – | 0.05% | 107 |
|
|
2022
Q3 | $300K | Sell |
4,658
-250
| -5% | -$16.1K | 0.05% | 118 |
|
|
2022
Q2 | $404K | Buy |
4,908
+250
| +5% | +$20.6K | 0.06% | 115 |
|
|
2022
Q1 | $448K | Hold |
4,658
| – | – | 0.08% | 85 |
|
|
2021
Q4 | $400K | Hold |
4,658
| – | – | 0.07% | 94 |
|
|
2021
Q3 | $384K | Buy |
+4,658
| New | +$384K | 0.07% | 92 |
|