GM Advisory Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
2,100
| – | – | 0.02% | 231 |
|
|
2025
Q1 | $322K | Buy |
2,100
+100
| +5% | +$15.3K | 0.02% | 209 |
|
|
2024
Q4 | $252K | Hold |
2,000
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $256K | Hold |
2,000
| – | – | 0.02% | 217 |
|
|
2024
Q2 | $209K | Buy |
+2,000
| New | +$209K | 0.01% | 225 |
|
|
2022
Q2 | – | Sell |
-2,175
| Closed | -$209K | – | 200 |
|
|
2022
Q1 | $209K | Buy |
+2,175
| New | +$209K | 0.02% | 177 |
|