GPS Wealth Strategies Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Sell |
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|
2025
Q1 | $27.1K | Buy |
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|
2024
Q4 | $22.1K | Buy |
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|
2024
Q3 | $22.5K | Sell |
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|
2024
Q2 | $20K | Buy |
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|
2024
Q1 | $1.59K | Hold |
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|
2023
Q4 | $1.53K | Hold |
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|
2023
Q3 | $1.39K | Hold |
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|
2023
Q2 | $1.38K | Hold |
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|
2023
Q1 | $1.22K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $17K | Sell |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $23K | Buy |
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