GFPC
Global Financial Private Client’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-47
| Closed | -$7.2K | – | 1590 |
|
|
2025
Q1 | $7.2K | Hold |
47
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $5.92K | Hold |
47
| – | – | ﹤0.01% | 625 |
|
|
2024
Q3 | $6.02K | Buy |
47
+41
| +683% | +$5.25K | ﹤0.01% | 620 |
|
|
2024
Q2 | $626 | Hold |
6
| – | – | ﹤0.01% | 643 |
|
|
2024
Q1 | $552 | Hold |
6
| – | – | ﹤0.01% | 672 |
|
|
2023
Q4 | $541 | Hold |
6
| – | – | ﹤0.01% | 660 |
|
|
2023
Q3 | $490 | Hold |
6
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $489 | Hold |
6
| – | – | ﹤0.01% | 648 |
|
|
2023
Q1 | $430 | Hold |
6
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $393 | Hold |
6
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $392 | Hold |
6
| – | – | ﹤0.01% | 625 |
|
|
2022
Q2 | $499 | Hold |
6
| – | – | ﹤0.01% | 612 |
|
|
2022
Q1 | $587 | Hold |
6
| – | – | ﹤0.01% | 618 |
|
|
2021
Q4 | $515 | Hold |
6
| – | – | ﹤0.01% | 618 |
|
|
2021
Q3 | $503 | Hold |
6
| – | – | ﹤0.01% | 576 |
|
|
2021
Q2 | $502 | Hold |
6
| – | – | ﹤0.01% | 582 |
|
|
2021
Q1 | $440 | Hold |
6
| – | – | ﹤0.01% | 556 |
|
|
2020
Q4 | $388 | Buy |
+6
| New | +$388 | ﹤0.01% | 542 |
|
|
2020
Q3 | – | Sell |
-162
| Closed | -$8.69K | – | 528 |
|
|
2020
Q2 | $8.69K | Sell |
162
-873
| -84% | -$46.8K | 0.01% | 344 |
|
|
2020
Q1 | $42K | Buy |
1,035
+86
| +9% | +$3.49K | 0.04% | 225 |
|
|
2019
Q4 | $77.6K | Buy |
+949
| New | +$77.6K | 0.07% | 193 |
|