Cornerstone Planning Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Buy |
77
+2
| +3% | +$339 | ﹤0.01% | 498 |
|
|
2025
Q1 | $11.1K | Buy |
75
+39
| +108% | +$5.77K | ﹤0.01% | 541 |
|
|
2024
Q4 | $4.98K | Buy |
36
+1
| +3% | +$138 | ﹤0.01% | 579 |
|
|
2024
Q3 | $4.81K | Buy |
35
+8
| +30% | +$1.1K | ﹤0.01% | 576 |
|
|
2024
Q2 | $3K | Buy |
27
+18
| +200% | +$2K | ﹤0.01% | 681 |
|
|
2024
Q1 | $863 | Buy |
+9
| New | +$863 | ﹤0.01% | 811 |
|