GPS Wealth Strategies Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Sell |
165
-12
| -7% | -$1.84K | ﹤0.01% | 797 |
|
|
2025
Q1 | $27.1K | Buy |
177
+1
| +0.6% | +$153 | ﹤0.01% | 754 |
|
|
2024
Q4 | $22.1K | Buy |
176
+1
| +0.6% | +$126 | ﹤0.01% | 776 |
|
|
2024
Q3 | $22.5K | Sell |
175
-17
| -9% | -$2.18K | ﹤0.01% | 778 |
|
|
2024
Q2 | $20K | Buy |
192
+175
| +1,029% | +$18.3K | ﹤0.01% | 760 |
|
|
2024
Q1 | $1.59K | Hold |
17
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q4 | $1.53K | Hold |
17
| – | – | ﹤0.01% | 1132 |
|
|
2023
Q3 | $1.39K | Hold |
17
| – | – | ﹤0.01% | 1153 |
|
|
2023
Q2 | $1.38K | Hold |
17
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q1 | $1.22K | Buy |
+17
| New | +$1.22K | ﹤0.01% | 1147 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | -$1K | – | 1082 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1115 |
|
|
2022
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1093 |
|
|
2022
Q1 | – | Sell |
-195
| Closed | -$17K | – | 1157 |
|
|
2021
Q4 | $17K | Sell |
195
-60
| -24% | -$5.23K | ﹤0.01% | 630 |
|
|
2021
Q3 | $21K | Hold |
255
| – | – | 0.01% | 557 |
|
|
2021
Q2 | $21K | Sell |
255
-79
| -24% | -$6.51K | 0.01% | 576 |
|
|
2021
Q1 | $23K | Buy |
+334
| New | +$23K | 0.01% | 523 |
|