GWM
GDS Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.62M | Buy |
56,064
+14,170
| +34% | +$2.18M | 0.63% | 69 |
|
|
2025
Q1 | $6.42M | Buy |
41,894
+14,991
| +56% | +$2.3M | 0.55% | 58 |
|
|
2024
Q4 | $3.39M | Buy |
26,903
+23,489
| +688% | +$2.96M | 0.31% | 64 |
|
|
2024
Q3 | $437K | Buy |
+3,414
| New | +$437K | 0.04% | 117 |
|