Highline Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Hold |
119
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $18.2K | Buy |
119
+19
| +19% | +$2.91K | 0.01% | 217 |
|
|
2024
Q4 | $12.6K | Buy |
100
+25
| +33% | +$3.15K | ﹤0.01% | 216 |
|
|
2024
Q3 | $9.6K | Buy |
75
+9
| +14% | +$1.15K | ﹤0.01% | 259 |
|
|
2024
Q2 | $6.88K | Buy |
66
+56
| +560% | +$5.84K | ﹤0.01% | 255 |
|
|
2024
Q1 | $934 | Hold |
10
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $902 | Hold |
10
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $819 | Hold |
10
| – | – | ﹤0.01% | 321 |
|
|
2023
Q2 | $809 | Hold |
10
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $717 | Hold |
10
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $656 | Buy |
10
+6
| +150% | +$394 | ﹤0.01% | 287 |
|
|
2022
Q3 | $257 | Buy |
+4
| New | +$257 | ﹤0.01% | 315 |
|