FC
Fulcrum Capital’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Sell |
5,382
-575
| -10% | -$88.4K | 0.18% | 52 |
|
|
2025
Q1 | $913K | Sell |
5,957
-169
| -3% | -$25.9K | 0.2% | 50 |
|
|
2024
Q4 | $772K | Sell |
6,126
-242
| -4% | -$30.5K | 0.16% | 51 |
|
|
2024
Q3 | $815K | Sell |
6,368
-720
| -10% | -$92.2K | 0.18% | 52 |
|
|
2024
Q2 | $739K | Buy |
7,088
+252
| +4% | +$26.3K | 0.17% | 49 |
|
|
2024
Q1 | $639K | Buy |
6,836
+155
| +2% | +$14.5K | 0.15% | 55 |
|
|
2023
Q4 | $602K | Sell |
6,681
-2,609
| -28% | -$235K | 0.16% | 54 |
|
|
2023
Q3 | $761K | Sell |
9,290
-611
| -6% | -$50.1K | 0.22% | 50 |
|
|
2023
Q2 | $801K | Sell |
9,901
-355
| -3% | -$28.7K | 0.21% | 51 |
|
|
2023
Q1 | $735K | Sell |
10,256
-711
| -6% | -$51K | 0.2% | 58 |
|
|
2022
Q4 | $719K | Buy |
10,967
+1,030
| +10% | +$67.5K | 0.21% | 58 |
|
|
2022
Q3 | $639K | Sell |
9,937
-380
| -4% | -$24.4K | 0.19% | 56 |
|
|
2022
Q2 | $850K | Buy |
+10,317
| New | +$850K | 0.27% | 49 |
|