GM
GeoWealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
46,044
-1,318
| -3% | -$203K | 0.28% | 46 |
|
|
2025
Q1 | $7.26M | Buy |
47,362
+1,909
| +4% | +$292K | 0.29% | 46 |
|
|
2024
Q4 | $5.73M | Buy |
45,453
+13,392
| +42% | +$1.69M | 0.19% | 88 |
|
|
2024
Q3 | $4.1M | Buy |
32,061
+4,959
| +18% | +$635K | 0.14% | 116 |
|
|
2024
Q2 | $2.83M | Buy |
27,102
+9,150
| +51% | +$954K | 0.12% | 123 |
|
|
2024
Q1 | $1.68M | Buy |
17,952
+13,926
| +346% | +$1.3M | 0.06% | 201 |
|
|
2023
Q4 | $363K | Buy |
+4,026
| New | +$363K | 0.03% | 383 |
|