HHM Wealth Advisors’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 | $110K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $90.2K | Buy |
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|
2024
Q3 | $89.6K | Hold |
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|
2024
Q2 | $73K | Buy |
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|
2024
Q1 | $25.2K | Hold |
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|
2023
Q4 | $24.3K | Sell |
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|
2023
Q3 | $23.6K | Hold |
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|
2023
Q2 | $23.3K | Sell |
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|
2023
Q1 | $27.7K | Hold |
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|
2022
Q4 | $25.3K | Buy |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $112K | Buy |
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|
2021
Q3 | $74K | Hold |
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|
2021
Q2 | $75K | Hold |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $47K | Buy |
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|
2020
Q1 | $32K | Buy |
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