Golden State Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
663
+1
| +0.2% | +$154 | 0.01% | 475 |
|
|
2025
Q1 | $102K | Sell |
662
-11
| -2% | -$1.69K | 0.02% | 440 |
|
|
2024
Q4 | $84.8K | Buy |
+673
| New | +$84.8K | 0.01% | 462 |
|
|
2020
Q2 | – | Sell |
-1,098
| Closed | -$50K | – | 904 |
|
|
2020
Q1 | $50K | Buy |
+1,098
| New | +$50K | 0.02% | 362 |
|
|
2019
Q4 | – | Sell |
-699
| Closed | -$63K | – | 942 |
|
|
2019
Q3 | $63K | Buy |
699
+40
| +6% | +$3.61K | 0.02% | 381 |
|
|
2019
Q2 | $53K | Sell |
659
-30
| -4% | -$2.41K | 0.02% | 445 |
|
|
2019
Q1 | $53K | Buy |
+689
| New | +$53K | 0.02% | 426 |
|