Fortitude Advisory Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
1,769
-25
| -1% | -$3.84K | 0.16% | 151 |
|
|
2025
Q1 | $261K | Sell |
1,794
-20
| -1% | -$2.91K | 0.19% | 133 |
|
|
2024
Q4 | $229K | Sell |
1,814
-818
| -31% | -$103K | 0.14% | 159 |
|
|
2024
Q3 | $337K | Sell |
2,632
-110
| -4% | -$14.1K | 0.21% | 114 |
|
|
2024
Q2 | $286K | Sell |
2,742
-15
| -0.5% | -$1.56K | 0.17% | 125 |
|
|
2024
Q1 | $258K | Sell |
2,757
-456
| -14% | -$42.6K | 0.15% | 151 |
|
|
2023
Q4 | $290K | Buy |
3,213
+98
| +3% | +$8.84K | 0.18% | 140 |
|
|
2023
Q3 | $255K | Sell |
3,115
-1
| -0% | -$82 | 0.17% | 137 |
|
|
2023
Q2 | $252K | Sell |
3,116
-1,610
| -34% | -$130K | 0.19% | 141 |
|
|
2023
Q1 | $339K | Sell |
4,726
-328
| -6% | -$23.5K | 0.26% | 102 |
|
|
2022
Q4 | $331K | Buy |
5,054
+1,326
| +36% | +$86.9K | 0.28% | 100 |
|
|
2022
Q3 | $240K | Buy |
+3,728
| New | +$240K | 0.23% | 125 |
|
|
2022
Q2 | – | Sell |
-1,276
| Closed | -$122K | – | 1289 |
|
|
2022
Q1 | $122K | Sell |
1,276
-1,694
| -57% | -$162K | 0.06% | 299 |
|
|
2021
Q4 | $254K | Buy |
+2,970
| New | +$254K | 0.13% | 153 |
|