HWA
HHM Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
716
| – | – | 0.01% | 264 |
|
|
2025
Q1 | $110K | Hold |
716
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $90.2K | Buy |
716
+16
| +2% | +$2.02K | 0.01% | 275 |
|
|
2024
Q3 | $89.6K | Hold |
700
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $73K | Buy |
700
+430
| +159% | +$44.8K | 0.01% | 285 |
|
|
2024
Q1 | $25.2K | Hold |
270
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $24.3K | Sell |
270
-18
| -6% | -$1.62K | ﹤0.01% | 386 |
|
|
2023
Q3 | $23.6K | Hold |
288
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $23.3K | Sell |
288
-98
| -25% | -$7.93K | ﹤0.01% | 396 |
|
|
2023
Q1 | $27.7K | Hold |
386
| – | – | 0.01% | 367 |
|
|
2022
Q4 | $25.3K | Buy |
386
+135
| +54% | +$8.85K | 0.01% | 331 |
|
|
2022
Q3 | $16K | Sell |
251
-1,203
| -83% | -$76.7K | ﹤0.01% | 380 |
|
|
2022
Q2 | $120K | Hold |
1,454
| – | – | 0.03% | 179 |
|
|
2022
Q1 | $140K | Buy |
1,454
+154
| +12% | +$14.8K | 0.03% | 179 |
|
|
2021
Q4 | $112K | Buy |
1,300
+400
| +44% | +$34.5K | 0.03% | 206 |
|
|
2021
Q3 | $74K | Hold |
900
| – | – | 0.02% | 246 |
|
|
2021
Q2 | $75K | Hold |
900
| – | – | 0.02% | 240 |
|
|
2021
Q1 | $64K | Hold |
900
| – | – | 0.02% | 246 |
|
|
2020
Q4 | $58K | Hold |
900
| – | – | 0.02% | 242 |
|
|
2020
Q3 | $50K | Hold |
900
| – | – | 0.02% | 223 |
|
|
2020
Q2 | $47K | Buy |
900
+200
| +29% | +$10.4K | 0.02% | 232 |
|
|
2020
Q1 | $32K | Buy |
+700
| New | +$32K | 0.02% | 250 |
|