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 |
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|
2025
Q1 | $7.66M | Buy |
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|
2024
Q4 | $5.87M | Buy |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $4.53M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $2.15M | Sell |
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|
2020
Q2 | $2.07M | Buy |
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|
2020
Q1 | $547K | Buy |
|