CPC
Consolidated Planning Corp’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.88M | Buy |
51,270
+1,264
| +3% | +$194K | 0.99% | 31 |
|
|
2025
Q1 | $7.66M | Buy |
50,006
+3,450
| +7% | +$529K | 1.05% | 27 |
|
|
2024
Q4 | $5.87M | Buy |
46,556
+799
| +2% | +$101K | 0.8% | 41 |
|
|
2024
Q3 | $5.86M | Buy |
45,757
+2,319
| +5% | +$297K | 0.87% | 37 |
|
|
2024
Q2 | $4.53M | Buy |
+43,438
| New | +$4.53M | 0.75% | 48 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | – | – | 455 |
|
|
2021
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 499 |
|
|
2021
Q2 | – | Sell |
-32,419
| Closed | -$2.32M | – | 61 |
|
|
2021
Q1 | $2.32M | Sell |
32,419
-712
| -2% | -$51K | 1.48% | 12 |
|
|
2020
Q4 | $2.14M | Sell |
33,131
-5,931
| -15% | -$383K | 1.39% | 14 |
|
|
2020
Q3 | $2.15M | Sell |
39,062
-978
| -2% | -$53.9K | 1.6% | 12 |
|
|
2020
Q2 | $2.07M | Buy |
40,040
+28,092
| +235% | +$1.45M | 2.03% | 10 |
|
|
2020
Q1 | $547K | Buy |
+11,948
| New | +$547K | 0.69% | 22 |
|