Hazlett, Burt & Watson’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Hold |
142
| – | – | 0.01% | 489 |
|
|
2025
Q1 | $22K | Hold |
142
| – | – | 0.01% | 481 |
|
|
2024
Q4 | $18K | Hold |
142
| – | – | 0.01% | 482 |
|
|
2024
Q3 | $18K | Hold |
142
| – | – | 0.01% | 481 |
|
|
2024
Q2 | $15K | Hold |
142
| – | – | 0.01% | 483 |
|
|
2024
Q1 | $13K | Hold |
142
| – | – | 0.01% | 492 |
|
|
2023
Q4 | $12K | Hold |
142
| – | – | 0.01% | 479 |
|
|
2023
Q3 | $12K | Hold |
142
| – | – | 0.01% | 485 |
|
|
2023
Q2 | $11K | Sell |
142
-10
| -7% | -$775 | 0.01% | 470 |
|
|
2023
Q1 | $12K | Buy |
152
+10
| +7% | +$789 | 0.01% | 436 |
|
|
2022
Q4 | $9K | Hold |
142
| – | – | 0.01% | 474 |
|
|
2022
Q3 | $9K | Hold |
142
| – | – | 0.01% | 469 |
|
|
2022
Q2 | $12K | Hold |
142
| – | – | 0.01% | 441 |
|
|
2022
Q1 | $14K | Buy |
+142
| New | +$14K | 0.01% | 436 |
|