Consolidated Planning Corp’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
$7.88M Buy
2025
Q1
$7.66M Buy
2024
Q4
$5.87M Buy
2024
Q3
$5.86M Buy
2024
Q2
$4.53M Buy
2021
Q4
Sell
2021
Q3
$0 Buy
2021
Q2
Sell
2021
Q1
$2.32M Sell
2020
Q4
$2.14M Sell
2020
Q3
$2.15M Sell
2020
Q2
$2.07M Buy
2020
Q1
$547K Buy