Compass 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 |
-400
| Closed | -$61.3K | – | 418 |
|
|
2025
Q1 | $61.3K | Hold |
400
| – | – | 0.02% | 226 |
|
|
2024
Q4 | $50.4K | Hold |
400
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $51.2K | Hold |
400
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $41.7K | Hold |
400
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $37.4K | Hold |
400
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $36.1K | Hold |
400
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $32.8K | Hold |
400
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $32.4K | Hold |
400
| – | – | 0.01% | 284 |
|
|
2023
Q1 | $28.7K | Hold |
400
| – | – | 0.01% | 294 |
|
|
2022
Q4 | $26.2K | Buy |
+400
| New | +$26.2K | 0.01% | 290 |
|