CCG
Cypress Capital Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,887
| Closed | -$490K | – | 264 |
|
|
2024
Q4 | $490K | Sell |
3,887
-726
| -16% | -$91.5K | 0.06% | 181 |
|
|
2024
Q3 | $591K | Sell |
4,613
-26
| -0.6% | -$3.33K | 0.07% | 209 |
|
|
2024
Q2 | $484K | Sell |
4,639
-197
| -4% | -$20.5K | 0.06% | 212 |
|
|
2024
Q1 | $452K | Buy |
4,836
+240
| +5% | +$22.4K | 0.05% | 223 |
|
|
2023
Q4 | $414K | Buy |
4,596
+425
| +10% | +$38.3K | 0.05% | 231 |
|
|
2023
Q3 | $342K | Buy |
4,171
+484
| +13% | +$39.6K | 0.05% | 244 |
|
|
2023
Q2 | $298K | Hold |
3,687
| – | – | 0.04% | 260 |
|
|
2023
Q1 | $264K | Buy |
3,687
+225
| +6% | +$16.1K | 0.04% | 259 |
|
|
2022
Q4 | $227K | Buy |
+3,462
| New | +$227K | 0.03% | 277 |
|
|
2022
Q2 | – | Sell |
-4,717
| Closed | -$453K | – | 312 |
|
|
2022
Q1 | $453K | Buy |
4,717
+467
| +11% | +$44.8K | 0.06% | 225 |
|
|
2021
Q4 | $365K | Buy |
+4,250
| New | +$365K | 0.05% | 238 |
|
|
2020
Q1 | – | Sell |
-15,180
| Closed | -$1.24M | – | 241 |
|
|
2019
Q4 | $1.24M | Sell |
15,180
-770
| -5% | -$62.9K | 0.22% | 103 |
|
|
2019
Q3 | $1.45M | Buy |
15,950
+890
| +6% | +$80.7K | 0.28% | 91 |
|
|
2019
Q2 | $1.23M | Buy |
15,060
+31
| +0.2% | +$2.53K | 0.24% | 97 |
|
|
2019
Q1 | $1.17M | Buy |
+15,029
| New | +$1.17M | 0.24% | 102 |
|