GWMR
GC Wealth Management RIA’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
27,574
+2,728
| +11% | +$419K | 0.35% | 57 |
|
|
2025
Q1 | $3.81M | Buy |
24,846
+1,840
| +8% | +$282K | 0.7% | 31 |
|
|
2024
Q4 | $2.9M | Buy |
23,006
+7,635
| +50% | +$962K | 0.51% | 41 |
|
|
2024
Q3 | $1.97M | Buy |
15,371
+5,829
| +61% | +$746K | 0.34% | 65 |
|
|
2024
Q2 | $995K | Buy |
9,542
+6,286
| +193% | +$655K | 0.2% | 101 |
|
|
2024
Q1 | $304K | Buy |
3,256
+51
| +2% | +$4.77K | 0.06% | 221 |
|
|
2023
Q4 | $289K | Buy |
+3,205
| New | +$289K | 0.13% | 165 |
|