AW
Avion Wealth’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
133
+45
| +51% | +$6.77K | ﹤0.01% | 314 |
|
|
2025
Q1 | $11K | Hold |
88
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $11K | Buy |
88
+4
| +5% | +$500 | ﹤0.01% | 390 |
|
|
2024
Q3 | $10K | Buy |
84
+12
| +17% | +$1.43K | ﹤0.01% | 381 |
|
|
2024
Q2 | $7K | Buy |
72
+16
| +29% | +$1.56K | ﹤0.01% | 416 |
|
|
2024
Q1 | $6K | Buy |
56
+22
| +65% | +$2.36K | ﹤0.01% | 437 |
|
|
2023
Q4 | $3K | Buy |
34
+5
| +17% | +$441 | ﹤0.01% | 514 |
|
|
2023
Q3 | $1K | Buy |
29
+12
| +71% | +$414 | ﹤0.01% | 753 |
|
|
2023
Q2 | $0 | Buy |
17
+14
| +467% | – | ﹤0.01% | 1062 |
|
|
2023
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 801 |
|
|
2022
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 562 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 435 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 437 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 414 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$8K | – | 379 |
|
|
2020
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 208 |
|
|
2020
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 184 |
|
|
2020
Q1 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 188 |
|