Carolinas Wealth Consulting’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
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2025
Q1 | $5.21K | Sell |
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2024
Q4 | $5.17K | Buy |
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2024
Q3 | $4.99K | Buy |
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2024
Q2 | $3.54K | Hold |
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2024
Q1 | $3.18K | Buy |
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2023
Q4 | $2.62K | Hold |
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2023
Q3 | $2.42K | Hold |
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2023
Q2 | $2.35K | Hold |
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2023
Q1 | $2.08K | Buy |
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2022
Q4 | $1.44K | Buy |
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2022
Q3 | $1K | Sell |
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2022
Q2 | $1K | Hold |
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2022
Q1 | $1K | Sell |
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2021
Q4 | $30K | Buy |
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2021
Q3 | $27K | Buy |
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2021
Q2 | $27K | Sell |
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2021
Q1 | $74K | Buy |
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2020
Q4 | $67K | Buy |
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2020
Q3 | $51K | Sell |
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2020
Q2 | $60K | Buy |
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