CWC
Carolinas Wealth Consulting’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34
| Closed | -$5.21K | – | 964 |
|
|
2025
Q1 | $5.21K | Sell |
34
-7
| -17% | -$1.07K | ﹤0.01% | 600 |
|
|
2024
Q4 | $5.17K | Buy |
41
+2
| +5% | +$252 | ﹤0.01% | 629 |
|
|
2024
Q3 | $4.99K | Buy |
39
+5
| +15% | +$640 | ﹤0.01% | 662 |
|
|
2024
Q2 | $3.55K | Hold |
34
| – | – | ﹤0.01% | 704 |
|
|
2024
Q1 | $3.18K | Buy |
34
+5
| +17% | +$467 | ﹤0.01% | 716 |
|
|
2023
Q4 | $2.62K | Hold |
29
| – | – | ﹤0.01% | 712 |
|
|
2023
Q3 | $2.43K | Hold |
29
| – | – | ﹤0.01% | 721 |
|
|
2023
Q2 | $2.35K | Hold |
29
| – | – | ﹤0.01% | 789 |
|
|
2023
Q1 | $2.08K | Buy |
29
+7
| +32% | +$502 | ﹤0.01% | 808 |
|
|
2022
Q4 | $1.44K | Buy |
22
+12
| +120% | +$787 | ﹤0.01% | 850 |
|
|
2022
Q3 | $1K | Sell |
10
-2
| -17% | -$200 | ﹤0.01% | 868 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 873 |
|
|
2022
Q1 | $1K | Sell |
12
-334
| -97% | -$27.8K | ﹤0.01% | 898 |
|
|
2021
Q4 | $30K | Buy |
346
+13
| +4% | +$1.13K | 0.01% | 431 |
|
|
2021
Q3 | $27K | Buy |
333
+3
| +0.9% | +$243 | 0.01% | 427 |
|
|
2021
Q2 | $27K | Sell |
330
-709
| -68% | -$58K | 0.01% | 454 |
|
|
2021
Q1 | $74K | Buy |
1,039
+9
| +0.9% | +$641 | 0.02% | 298 |
|
|
2020
Q4 | $67K | Buy |
1,030
+107
| +12% | +$6.96K | 0.02% | 291 |
|
|
2020
Q3 | $51K | Sell |
923
-235
| -20% | -$13K | 0.02% | 283 |
|
|
2020
Q2 | $60K | Buy |
+1,158
| New | +$60K | 0.02% | 184 |
|