Fortitude Family Office’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Sell |
292
-5
| -2% | -$769 | 0.01% | 258 |
|
|
2025
Q1 | $45.5K | Hold |
297
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $37.4K | Buy |
297
+8
| +3% | +$1.01K | 0.01% | 315 |
|
|
2024
Q3 | $37K | Buy |
289
+78
| +37% | +$9.99K | 0.01% | 293 |
|
|
2024
Q2 | $22K | Sell |
211
-15
| -7% | -$1.56K | 0.01% | 292 |
|
|
2024
Q1 | $21.1K | Buy |
226
+35
| +18% | +$3.27K | 0.01% | 267 |
|
|
2023
Q4 | $17.2K | Buy |
+191
| New | +$17.2K | 0.01% | 325 |
|