Cherry Tree Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-250
| Closed | -$38.3K | – | 763 |
|
|
2025
Q1 | $38.3K | Hold |
250
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $31.5K | Hold |
250
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $32K | Hold |
250
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $26.1K | Hold |
250
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $23.4K | Hold |
250
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $22.5K | Hold |
250
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $20.5K | Hold |
250
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $20.2K | Buy |
+250
| New | +$20.2K | 0.01% | 289 |
|