Benjamin Edwards Inc’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
13,058
+1,680
| +15% | +$258K | 0.03% | 459 |
|
|
2025
Q1 | $1.74M | Sell |
11,378
-10,952
| -49% | -$1.68M | 0.02% | 447 |
|
|
2024
Q4 | $2.82M | Buy |
22,330
+2,608
| +13% | +$329K | 0.04% | 363 |
|
|
2024
Q3 | $2.53M | Buy |
19,722
+5,132
| +35% | +$658K | 0.04% | 388 |
|
|
2024
Q2 | $1.52M | Buy |
14,590
+9,344
| +178% | +$974K | 0.29% | 89 |
|
|
2024
Q1 | $490K | Sell |
5,246
-49
| -0.9% | -$4.58K | 0.1% | 223 |
|
|
2023
Q4 | $477K | Sell |
5,295
-528
| -9% | -$47.6K | 0.1% | 205 |
|
|
2023
Q3 | $477K | Buy |
5,823
+595
| +11% | +$48.7K | 0.11% | 188 |
|
|
2023
Q2 | $423K | Buy |
5,228
+2,128
| +69% | +$172K | 0.1% | 192 |
|
|
2023
Q1 | $222K | Buy |
3,100
+2,518
| +433% | +$180K | 0.05% | 257 |
|
|
2022
Q4 | $38K | Sell |
582
-1,681
| -74% | -$110K | 0.01% | 438 |
|
|
2022
Q3 | $146K | Buy |
+2,263
| New | +$146K | 0.04% | 291 |
|
|
2022
Q2 | – | Sell |
-66
| Closed | -$6K | – | 750 |
|
|
2022
Q1 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 645 |
|