Empirical Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
2,753
-1,140
| -29% | -$175K | 0.01% | 450 |
|
|
2025
Q1 | $596K | Buy |
3,893
+1,564
| +67% | +$240K | 0.02% | 374 |
|
|
2024
Q4 | $294K | Sell |
2,329
-445
| -16% | -$56.1K | 0.01% | 505 |
|
|
2024
Q3 | $355K | Buy |
2,774
+258
| +10% | +$33K | 0.01% | 434 |
|
|
2024
Q2 | $262K | Buy |
2,516
+341
| +16% | +$35.5K | 0.01% | 476 |
|
|
2024
Q1 | $203K | Sell |
2,175
-61
| -3% | -$5.7K | 0.01% | 508 |
|
|
2023
Q4 | $202K | Buy |
+2,236
| New | +$202K | 0.01% | 474 |
|