HKIMG
Hutchens & Kramer Investment Management Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
3,324
-98
| -3% | -$14.9K | 0.23% | 77 |
|
|
2025
Q1 | $524K | Sell |
3,422
-113
| -3% | -$17.3K | 0.29% | 68 |
|
|
2024
Q4 | $446K | Sell |
3,535
-40
| -1% | -$5.04K | 0.24% | 75 |
|
|
2024
Q3 | $456K | Sell |
3,575
-76
| -2% | -$9.7K | 0.25% | 70 |
|
|
2024
Q2 | $380K | Buy |
3,651
+49
| +1% | +$5.1K | 0.21% | 77 |
|
|
2024
Q1 | $331K | Buy |
3,602
+507
| +16% | +$46.6K | 0.2% | 86 |
|
|
2023
Q4 | $279K | Sell |
3,095
-480
| -13% | -$43.3K | 0.2% | 88 |
|
|
2023
Q3 | $292K | Buy |
3,575
+43
| +1% | +$3.51K | 0.23% | 83 |
|
|
2023
Q2 | $286K | Sell |
3,532
-569
| -14% | -$46K | 0.23% | 87 |
|
|
2023
Q1 | $294K | Sell |
4,101
-545
| -12% | -$39.1K | 0.25% | 80 |
|
|
2022
Q4 | $305K | Buy |
4,646
+1,415
| +44% | +$92.8K | 0.22% | 71 |
|
|
2022
Q3 | $211K | Buy |
3,231
+270
| +9% | +$17.6K | 0.17% | 83 |
|
|
2022
Q2 | $246K | Sell |
2,961
-60
| -2% | -$4.99K | 0.18% | 89 |
|
|
2022
Q1 | $296K | Hold |
3,021
| – | – | 0.16% | 91 |
|
|
2021
Q4 | $280K | Buy |
+3,021
| New | +$280K | 0.18% | 87 |
|