Fortis Group Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,632
+61
| +4% | +$10K | 0.05% | 192 |
|
|
2025
Q1 | $241K | Buy |
1,571
+1,521
| +3,042% | +$233K | 0.05% | 177 |
|
|
2024
Q4 | $6.3K | Hold |
50
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $6.4K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2024
Q2 | $5.21K | Hold |
50
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $4.67K | Sell |
50
-50
| -50% | -$4.67K | ﹤0.01% | 377 |
|
|
2023
Q4 | $9.02K | Buy |
100
+50
| +100% | +$4.51K | ﹤0.01% | 307 |
|
|
2023
Q3 | $4.1K | Buy |
+50
| New | +$4.1K | ﹤0.01% | 308 |
|
|
2020
Q3 | $45K | Buy |
+818
| New | +$45K | 0.01% | 213 |
|