GFA
Gallagher Fiduciary Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
8,813
-665
| -7% | -$102K | 0.05% | 60 |
|
|
2025
Q1 | $1.45M | Buy |
9,478
+113
| +1% | +$17.3K | 0.05% | 71 |
|
|
2024
Q4 | $1.18M | Buy |
9,365
+458
| +5% | +$57.7K | 0.23% | 55 |
|
|
2024
Q3 | $1.14M | Sell |
8,907
-428
| -5% | -$54.8K | 0.23% | 51 |
|
|
2024
Q2 | $973K | Buy |
9,335
+1,137
| +14% | +$119K | 0.22% | 52 |
|
|
2024
Q1 | $766K | Buy |
8,198
+316
| +4% | +$29.5K | 0.03% | 74 |
|
|
2023
Q4 | $711K | Sell |
7,882
-527
| -6% | -$47.5K | 0.02% | 80 |
|
|
2023
Q3 | $689K | Sell |
8,409
-331
| -4% | -$27.1K | 0.06% | 70 |
|
|
2023
Q2 | $707K | Sell |
8,740
-1,267
| -13% | -$103K | 0.05% | 90 |
|
|
2023
Q1 | $718K | Buy |
+10,007
| New | +$718K | 0.06% | 98 |
|