Highline Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.5K | Buy |
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|
2025
Q2 | $18.3K | Hold |
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|
2025
Q1 | $18.2K | Buy |
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|
2024
Q4 | $12.6K | Buy |
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|
2024
Q3 | $9.6K | Buy |
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|
2024
Q2 | $6.88K | Buy |
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|
2024
Q1 | $934 | Hold |
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|
2023
Q4 | $902 | Hold |
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|
2023
Q3 | $819 | Hold |
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|
2023
Q2 | $809 | Hold |
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|
2023
Q1 | $717 | Hold |
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|
2022
Q4 | $656 | Buy |
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|
2022
Q3 | $257 | Buy |
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