Carson Wealth (CWM LLC)’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
22,464
+7,284
| +48% | +$1.12M | 0.01% | 719 |
|
|
2025
Q1 | $2.33M | Buy |
15,180
+767
| +5% | +$118K | 0.01% | 779 |
|
|
2024
Q4 | $1.82M | Buy |
14,413
+49
| +0.3% | +$6.17K | 0.01% | 821 |
|
|
2024
Q3 | $1.84M | Sell |
14,364
-551
| -4% | -$70.5K | 0.01% | 742 |
|
|
2024
Q2 | $1.56M | Buy |
14,915
+1,194
| +9% | +$124K | 0.01% | 711 |
|
|
2024
Q1 | $1.28M | Buy |
13,721
+734
| +6% | +$68.6K | 0.01% | 757 |
|
|
2023
Q4 | $1.17M | Buy |
12,987
+292
| +2% | +$26.3K | 0.01% | 739 |
|
|
2023
Q3 | $1.04M | Buy |
12,695
+296
| +2% | +$24.2K | 0.01% | 738 |
|
|
2023
Q2 | $1M | Buy |
12,399
+2,678
| +28% | +$217K | 0.01% | 712 |
|
|
2023
Q1 | $697K | Buy |
9,721
+399
| +4% | +$28.6K | ﹤0.01% | 781 |
|
|
2022
Q4 | $611K | Buy |
9,322
+2,945
| +46% | +$193K | ﹤0.01% | 743 |
|
|
2022
Q3 | $410K | Sell |
6,377
-51
| -0.8% | -$3.28K | ﹤0.01% | 809 |
|
|
2022
Q2 | $529K | Buy |
6,428
+1,224
| +24% | +$101K | ﹤0.01% | 715 |
|
|
2022
Q1 | $500K | Buy |
5,204
+1,520
| +41% | +$146K | ﹤0.01% | 731 |
|
|
2021
Q4 | $316K | Buy |
+3,684
| New | +$316K | ﹤0.01% | 846 |
|
|
2021
Q2 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2021
Q1 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2020
Q4 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2020
Q3 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2020
Q2 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2020
Q1 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2019
Q4 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2019
Q3 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2019
Q2 | $197K | Hold |
2,367
| – | – | ﹤0.01% | 913 |
|
|
2019
Q1 | $197K | Buy |
2,367
+1,588
| +204% | +$132K | ﹤0.01% | 913 |
|
|
2018
Q4 | $54K | Sell |
779
-352
| -31% | -$24.4K | ﹤0.01% | 863 |
|
|
2018
Q3 | $73K | Sell |
1,131
-220,074
| -99% | -$14.2M | ﹤0.01% | 672 |
|
|
2018
Q2 | $13.9M | Sell |
221,205
-14,716
| -6% | -$923K | 0.46% | 60 |
|
|
2018
Q1 | $12.8M | Buy |
235,921
+235,349
| +41,145% | +$12.8M | 0.51% | 56 |
|
|
2017
Q4 | $36K | Sell |
572
-434
| -43% | -$27.3K | ﹤0.01% | 587 |
|
|
2017
Q3 | $71K | Buy |
1,006
+256
| +34% | +$18.1K | ﹤0.01% | 460 |
|
|
2017
Q2 | $56K | Hold |
750
| – | – | ﹤0.01% | 462 |
|
|
2017
Q1 | $53K | Sell |
750
-60
| -7% | -$4.24K | ﹤0.01% | 448 |
|
|
2016
Q4 | $54K | Buy |
810
+260
| +47% | +$17.3K | ﹤0.01% | 441 |
|
|
2016
Q3 | $41K | Buy |
+550
| New | +$41K | ﹤0.01% | 444 |
|