GSWM
Greenup Street Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,366
| Closed | -$516K | – | 105 |
|
|
2025
Q1 | $516K | Sell |
3,366
-3,237
| -49% | -$496K | 0.1% | 73 |
|
|
2024
Q4 | $832K | Buy |
6,603
+4
| +0.1% | +$504 | 0.17% | 61 |
|
|
2024
Q3 | $845K | Buy |
6,599
+26
| +0.4% | +$3.33K | 0.17% | 58 |
|
|
2024
Q2 | $685K | Buy |
6,573
+3
| +0% | +$313 | 0.16% | 56 |
|
|
2024
Q1 | $614K | Hold |
6,570
| – | – | 0.15% | 61 |
|
|
2023
Q4 | $592K | Hold |
6,570
| – | – | 0.16% | 61 |
|
|
2023
Q3 | $538K | Hold |
6,570
| – | – | 0.18% | 62 |
|
|
2023
Q2 | $531K | Hold |
6,570
| – | – | 0.15% | 76 |
|
|
2023
Q1 | $471K | Hold |
6,570
| – | – | 0.17% | 62 |
|
|
2022
Q4 | $431K | Hold |
6,570
| – | – | 0.18% | 68 |
|
|
2022
Q3 | $423K | Hold |
6,570
| – | – | 0.19% | 62 |
|
|
2022
Q2 | $541K | Hold |
6,570
| – | – | 0.25% | 57 |
|
|
2022
Q1 | $632K | Hold |
6,570
| – | – | 0.35% | 55 |
|
|
2021
Q4 | $564K | Buy |
+6,570
| New | +$564K | 0.33% | 54 |
|