CPIA
Cornell Pochily Investment Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
9,529
-590
| -6% | -$90.7K | 0.48% | 59 |
|
|
2025
Q1 | $1.55M | Sell |
10,119
-1,102
| -10% | -$169K | 0.55% | 56 |
|
|
2024
Q4 | $1.41M | Sell |
11,221
-498
| -4% | -$62.8K | 0.49% | 58 |
|
|
2024
Q3 | $1.5M | Sell |
11,719
-120
| -1% | -$15.4K | 0.52% | 54 |
|
|
2024
Q2 | $1.23M | Buy |
11,839
+128
| +1% | +$13.3K | 0.47% | 58 |
|
|
2024
Q1 | $1.09M | Sell |
11,711
-365
| -3% | -$34.1K | 0.43% | 63 |
|
|
2023
Q4 | $1.09M | Buy |
12,076
+96
| +0.8% | +$8.66K | 0.45% | 61 |
|
|
2023
Q3 | $981K | Buy |
11,980
+275
| +2% | +$22.5K | 0.43% | 64 |
|
|
2023
Q2 | $947K | Buy |
11,705
+130
| +1% | +$10.5K | 0.39% | 73 |
|
|
2023
Q1 | $830K | Sell |
11,575
-9
| -0.1% | -$645 | 0.36% | 80 |
|
|
2022
Q4 | $759K | Buy |
11,584
+416
| +4% | +$27.3K | 0.34% | 85 |
|
|
2022
Q3 | $718K | Buy |
11,168
+250
| +2% | +$16.1K | 0.31% | 83 |
|
|
2022
Q2 | $899K | Buy |
10,918
+155
| +1% | +$12.8K | 0.4% | 73 |
|
|
2022
Q1 | $1.04M | Buy |
10,763
+5
| +0% | +$481 | 0.4% | 77 |
|
|
2021
Q4 | $923K | Buy |
10,758
+160
| +2% | +$13.7K | 0.36% | 77 |
|
|
2021
Q3 | $873K | Buy |
10,598
+5
| +0% | +$412 | 0.38% | 76 |
|
|
2021
Q2 | $880K | Buy |
10,593
+226
| +2% | +$18.8K | 0.39% | 72 |
|
|
2021
Q1 | $743K | Sell |
10,367
-6
| -0.1% | -$430 | 0.36% | 79 |
|
|
2020
Q4 | $670K | Buy |
10,373
+231
| +2% | +$14.9K | 0.32% | 80 |
|
|
2020
Q3 | $559K | Buy |
10,142
+628
| +7% | +$34.6K | 0.32% | 82 |
|
|
2020
Q2 | $492K | Buy |
9,514
+2,183
| +30% | +$113K | 0.31% | 83 |
|
|
2020
Q1 | $356K | Buy |
7,331
+625
| +9% | +$30.4K | 0.26% | 91 |
|
|
2019
Q4 | $548K | Buy |
6,706
+36
| +0.5% | +$2.94K | 0.33% | 83 |
|
|
2019
Q3 | $605K | Sell |
6,670
-57
| -0.8% | -$5.17K | 0.39% | 71 |
|
|
2019
Q2 | $548 | Buy |
6,727
+270
| +4% | +$22 | 0.14% | 87 |
|
|
2019
Q1 | $201K | Buy |
6,457
+312
| +5% | +$9.71K | 0.14% | 127 |
|
|
2018
Q4 | $426K | Buy |
6,145
+696
| +13% | +$48.3K | 0.28% | 88 |
|
|
2018
Q3 | $350K | Sell |
5,449
-117
| -2% | -$7.52K | 0.24% | 99 |
|
|
2018
Q2 | $348K | Buy |
5,566
+279
| +5% | +$17.4K | 0.24% | 96 |
|
|
2018
Q1 | $287K | Buy |
5,287
+264
| +5% | +$14.3K | 0.2% | 105 |
|
|
2017
Q4 | $320K | Buy |
+5,023
| New | +$320K | 0.21% | 101 |
|