FWM
FSA Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.9K | Buy |
467
+2
| +0.4% | +$308 | 0.03% | 116 |
|
|
2025
Q1 | $71.3K | Buy |
465
+2
| +0.4% | +$307 | 0.03% | 114 |
|
|
2024
Q4 | $58.4K | Buy |
463
+2
| +0.4% | +$252 | 0.02% | 139 |
|
|
2024
Q3 | $59K | Buy |
+461
| New | +$59K | 0.02% | 140 |
|
|
2024
Q1 | $42.6K | Buy |
456
+3
| +0.7% | +$280 | 0.02% | 166 |
|
|
2023
Q4 | $41K | Buy |
+453
| New | +$41K | 0.02% | 158 |
|
|
2021
Q1 | – | Sell |
-429
| Closed | -$28K | – | 240 |
|
|
2020
Q4 | $28K | Buy |
+429
| New | +$28K | 0.01% | 175 |
|
|
2020
Q3 | – | Sell |
-429
| Closed | -$22K | – | 359 |
|
|
2020
Q2 | $22K | Hold |
429
| – | – | 0.02% | 187 |
|
|
2020
Q1 | $20K | Sell |
429
-200
| -32% | -$9.32K | 0.02% | 187 |
|
|
2019
Q4 | $51K | Buy |
+629
| New | +$51K | 0.04% | 129 |
|