FPAS
Focus Partners Advisor Solutions’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
7,683
+718
| +10% | +$110K | 0.02% | 400 |
|
|
2025
Q1 | $1.07M | Buy |
6,965
+1,266
| +22% | +$194K | 0.02% | 367 |
|
|
2024
Q4 | $718K | Buy |
5,699
+174
| +3% | +$21.9K | 0.01% | 397 |
|
|
2024
Q3 | $707K | Buy |
5,525
+1,665
| +43% | +$213K | 0.01% | 370 |
|
|
2024
Q2 | $402K | Sell |
3,860
-98
| -2% | -$10.2K | 0.01% | 423 |
|
|
2024
Q1 | $370K | Sell |
3,958
-119
| -3% | -$11.1K | 0.01% | 416 |
|
|
2023
Q4 | $368K | Buy |
+4,077
| New | +$368K | 0.02% | 301 |
|