FRA
Frank Rimerman Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
9,719
-506
| -5% | -$77.8K | 0.1% | 152 |
|
|
2025
Q1 | $1.57M | Buy |
10,225
+606
| +6% | +$92.8K | 0.12% | 134 |
|
|
2024
Q4 | $1.21M | Buy |
9,619
+2
| +0% | +$252 | 0.09% | 170 |
|
|
2024
Q3 | $1.23M | Buy |
9,617
+82
| +0.9% | +$10.5K | 0.09% | 181 |
|
|
2024
Q2 | $994K | Buy |
9,535
+9,500
| +27,143% | +$990K | 0.07% | 218 |
|
|
2024
Q1 | $3.27K | Hold |
35
| – | – | ﹤0.01% | 240 |
|
|
2023
Q4 | $3.16K | Buy |
+35
| New | +$3.16K | ﹤0.01% | 230 |
|