Creekmur Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2K | Sell |
255
-250
| -50% | -$38.4K | 0.01% | 368 |
|
|
2025
Q1 | $77.4K | Sell |
505
-3
| -0.6% | -$460 | 0.02% | 268 |
|
|
2024
Q4 | $64K | Buy |
508
+3
| +0.6% | +$378 | 0.01% | 196 |
|
|
2024
Q3 | $64.6K | Hold |
505
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $52.6K | Buy |
505
+1
| +0.2% | +$104 | 0.01% | 253 |
|
|
2024
Q1 | $47.1K | Hold |
504
| – | – | 0.02% | 262 |
|
|
2023
Q4 | $45.5K | Buy |
+504
| New | +$45.5K | 0.01% | 310 |
|