HAG
HF Advisory Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
3,715
-620
| -14% | -$95.3K | 0.23% | 120 |
|
|
2025
Q1 | $664K | Sell |
4,335
-16
| -0.4% | -$2.45K | 0.29% | 110 |
|
|
2024
Q4 | $548K | Sell |
4,351
-776
| -15% | -$97.8K | 0.25% | 117 |
|
|
2024
Q3 | $656K | Sell |
5,127
-365
| -7% | -$46.7K | 0.31% | 112 |
|
|
2024
Q2 | $573K | Buy |
5,492
+6
| +0.1% | +$626 | 0.3% | 115 |
|
|
2024
Q1 | $513K | Buy |
5,486
+340
| +7% | +$31.8K | 0.29% | 110 |
|
|
2023
Q4 | $464K | Sell |
5,146
-531
| -9% | -$47.9K | 0.3% | 108 |
|
|
2023
Q3 | $464K | Sell |
5,677
-101
| -2% | -$8.26K | 0.34% | 93 |
|
|
2023
Q2 | $467K | Buy |
5,778
+1,040
| +22% | +$84.1K | 0.37% | 90 |
|
|
2023
Q1 | $340K | Sell |
4,738
-3
| -0.1% | -$215 | 0.3% | 102 |
|
|
2022
Q4 | $311K | Buy |
+4,741
| New | +$311K | 0.31% | 102 |
|