IHT Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
4,436
-784
| -15% | -$121K | 0.02% | 610 |
|
|
2025
Q1 | $800K | Buy |
5,220
+131
| +3% | +$20.1K | 0.03% | 527 |
|
|
2024
Q4 | $641K | Sell |
5,089
-1,461
| -22% | -$184K | 0.02% | 604 |
|
|
2024
Q3 | $838K | Buy |
6,550
+1,442
| +28% | +$184K | 0.02% | 552 |
|
|
2024
Q2 | $533K | Buy |
5,108
+67
| +1% | +$6.99K | 0.02% | 620 |
|
|
2024
Q1 | $471K | Sell |
5,041
-56
| -1% | -$5.23K | 0.02% | 661 |
|
|
2023
Q4 | $460K | Buy |
5,097
+103
| +2% | +$9.29K | 0.02% | 627 |
|
|
2023
Q3 | $409K | Buy |
4,994
+188
| +4% | +$15.4K | 0.02% | 616 |
|
|
2023
Q2 | $389K | Sell |
4,806
-1,046
| -18% | -$84.6K | 0.02% | 627 |
|
|
2023
Q1 | $420K | Sell |
5,852
-1,152
| -16% | -$82.6K | 0.02% | 565 |
|
|
2022
Q4 | $459K | Buy |
7,004
+1,315
| +23% | +$86.2K | 0.03% | 514 |
|
|
2022
Q3 | $366K | Buy |
5,689
+1,580
| +38% | +$102K | 0.03% | 549 |
|
|
2022
Q2 | $338K | Buy |
4,109
+139
| +4% | +$11.4K | 0.03% | 492 |
|
|
2022
Q1 | $382K | Sell |
3,970
-1
| -0% | -$96 | 0.03% | 500 |
|
|
2021
Q4 | $341K | Sell |
3,971
-466
| -11% | -$40K | 0.03% | 560 |
|
|
2021
Q3 | $366K | Sell |
4,437
-295
| -6% | -$24.3K | 0.03% | 529 |
|
|
2021
Q2 | $393K | Sell |
4,732
-616
| -12% | -$51.2K | 0.02% | 619 |
|
|
2021
Q1 | $383K | Buy |
5,348
+1,151
| +27% | +$82.4K | 0.03% | 547 |
|
|
2020
Q4 | $271K | Sell |
4,197
-128
| -3% | -$8.27K | 0.02% | 593 |
|
|
2020
Q3 | $238K | Sell |
4,325
-185
| -4% | -$10.2K | 0.02% | 557 |
|
|
2020
Q2 | $233K | Sell |
4,510
-3,622
| -45% | -$187K | 0.03% | 478 |
|
|
2020
Q1 | $372K | Sell |
8,132
-485
| -6% | -$22.2K | 0.05% | 335 |
|
|
2019
Q4 | $705K | Sell |
8,617
-735
| -8% | -$60.1K | 0.08% | 270 |
|
|
2019
Q3 | $838K | Buy |
9,352
+2,464
| +36% | +$221K | 0.11% | 215 |
|
|
2019
Q2 | $568K | Buy |
6,888
+561
| +9% | +$46.3K | 0.08% | 261 |
|
|
2019
Q1 | $491K | Buy |
+6,327
| New | +$491K | 0.08% | 268 |
|
|
2018
Q4 | – | Sell |
-5,416
| Closed | -$348K | – | 517 |
|
|
2018
Q3 | $348K | Sell |
5,416
-231
| -4% | -$14.8K | 0.08% | 292 |
|
|
2018
Q2 | $354K | Buy |
5,647
+445
| +9% | +$27.9K | 0.09% | 269 |
|
|
2018
Q1 | $281K | Buy |
5,202
+3,273
| +170% | +$177K | 0.08% | 286 |
|
|
2017
Q4 | $121K | Buy |
1,929
+1,897
| +5,928% | +$119K | 0.03% | 448 |
|
|
2017
Q3 | $2K | Sell |
32
-116
| -78% | -$7.25K | ﹤0.01% | 1242 |
|
|
2017
Q2 | $2 | Hold |
148
| – | – | ﹤0.01% | 1253 |
|
|
2017
Q1 | $11K | Hold |
148
| – | – | 0.01% | 822 |
|
|
2016
Q4 | $10K | Buy |
+148
| New | +$10K | 0.01% | 807 |
|