HAG
HighPoint Advisor Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
11,904
+2,428
| +26% | +$373K | 0.1% | 167 |
|
|
2025
Q1 | $1.44M | Sell |
9,476
-2,747
| -22% | -$416K | 0.08% | 195 |
|
|
2024
Q4 | $1.71M | Buy |
12,223
+228
| +2% | +$31.8K | 0.09% | 173 |
|
|
2024
Q3 | $1.54M | Sell |
11,995
-2,310
| -16% | -$296K | 0.09% | 175 |
|
|
2024
Q2 | $1.61M | Buy |
14,305
+5,586
| +64% | +$627K | 0.1% | 165 |
|
|
2024
Q1 | $867K | Buy |
8,719
+148
| +2% | +$14.7K | 0.06% | 240 |
|
|
2023
Q4 | $782K | Buy |
+8,571
| New | +$782K | 0.06% | 261 |
|
|
2022
Q2 | $989K | Buy |
+12,109
| New | +$989K | 0.11% | 154 |
|
|
2021
Q3 | $460K | Sell |
5,582
-206
| -4% | -$17K | 0.05% | 326 |
|
|
2021
Q2 | $481K | Sell |
5,788
-1,500
| -21% | -$125K | 0.05% | 309 |
|
|
2021
Q1 | $547K | Buy |
7,288
+110
| +2% | +$8.26K | 0.06% | 253 |
|
|
2020
Q4 | $454K | Buy |
7,178
+1,768
| +33% | +$112K | 0.06% | 276 |
|
|
2020
Q3 | $308K | Buy |
5,410
+9
| +0.2% | +$512 | 0.06% | 269 |
|
|
2020
Q2 | $290K | Sell |
5,401
-1,691
| -24% | -$90.8K | 0.06% | 252 |
|
|
2020
Q1 | $312K | Sell |
7,092
-164
| -2% | -$7.22K | 0.07% | 214 |
|
|
2019
Q4 | $636K | Buy |
7,256
+1,532
| +27% | +$134K | 0.13% | 138 |
|
|
2019
Q3 | $474K | Sell |
5,724
-66
| -1% | -$5.47K | 0.1% | 171 |
|
|
2019
Q2 | $480K | Sell |
5,790
-18,969
| -77% | -$1.57M | 0.11% | 158 |
|
|
2019
Q1 | $1.17M | Buy |
24,759
+538
| +2% | +$25.4K | 0.29% | 71 |
|
|
2018
Q4 | $1.2M | Buy |
24,221
+17,099
| +240% | +$844K | 0.32% | 71 |
|
|
2018
Q3 | $451K | Sell |
7,122
-18,835
| -73% | -$1.19M | 0.12% | 175 |
|
|
2018
Q2 | $1.52M | Sell |
25,957
-1,152
| -4% | -$67.6K | 0.41% | 57 |
|
|
2018
Q1 | $1.51M | Buy |
27,109
+19,730
| +267% | +$1.1M | 0.41% | 59 |
|
|
2017
Q4 | $406K | Buy |
7,379
+275
| +4% | +$15.1K | 0.12% | 185 |
|
|
2017
Q3 | $481K | Sell |
7,104
-7,574
| -52% | -$513K | 0.15% | 160 |
|
|
2017
Q2 | $1.05M | Hold |
14,678
| – | – | 0.34% | 70 |
|
|
2017
Q1 | $1.05M | Buy |
14,678
+7,303
| +99% | +$524K | 0.34% | 70 |
|
|
2016
Q4 | $512K | Sell |
7,375
-130
| -2% | -$9.03K | 0.16% | 168 |
|
|
2016
Q3 | $465K | Buy |
7,505
+741
| +11% | +$45.9K | 0.16% | 163 |
|
|
2016
Q2 | $529K | Buy |
6,764
+1,176
| +21% | +$92K | 0.19% | 137 |
|
|
2016
Q1 | $381K | Buy |
5,588
+951
| +21% | +$64.8K | 0.23% | 117 |
|
|
2015
Q4 | $314K | Buy |
4,637
+547
| +13% | +$37K | 0.21% | 138 |
|
|
2015
Q3 | $277K | Buy |
+4,090
| New | +$277K | 0.31% | 110 |
|