JWM
Jackson Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
+3,185
| New | +$490K | 0.05% | 116 |
|
|
2020
Q1 | – | Sell |
-26,734
| Closed | -$2.32M | – | 173 |
|
|
2019
Q4 | $2.32M | Sell |
26,734
-4,403
| -14% | -$382K | 0.39% | 72 |
|
|
2019
Q3 | $2.85M | Buy |
31,137
+5,225
| +20% | +$478K | 0.6% | 50 |
|
|
2019
Q2 | $2.18M | Buy |
25,912
+617
| +2% | +$52K | 0.47% | 56 |
|
|
2019
Q1 | $1.96M | Buy |
25,295
+769
| +3% | +$59.7K | 0.48% | 59 |
|
|
2018
Q4 | $1.68M | Sell |
24,526
-42
| -0.2% | -$2.88K | 0.5% | 53 |
|
|
2018
Q3 | $1.58M | Buy |
24,568
+994
| +4% | +$63.9K | 0.33% | 69 |
|
|
2018
Q2 | $1.51M | Buy |
23,574
+176
| +0.8% | +$11.3K | 0.35% | 72 |
|
|
2018
Q1 | $1.29M | Sell |
23,398
-3,063
| -12% | -$169K | 0.36% | 78 |
|
|
2017
Q4 | $1.62M | Buy |
26,461
+179
| +0.7% | +$11K | 0.41% | 73 |
|
|
2017
Q3 | $1.79M | Buy |
26,282
+1,232
| +5% | +$83.8K | 0.48% | 52 |
|
|
2017
Q2 | $1.81M | Buy |
25,050
+1,778
| +8% | +$129K | 0.57% | 44 |
|
|
2017
Q1 | $1.68M | Buy |
23,272
+1,124
| +5% | +$81.2K | 0.61% | 41 |
|
|
2016
Q4 | $1.49M | Sell |
22,148
-133
| -0.6% | -$8.95K | 0.58% | 45 |
|
|
2016
Q3 | $1.57M | Buy |
22,281
+753
| +3% | +$53K | 0.59% | 38 |
|
|
2016
Q2 | $1.64M | Buy |
+21,528
| New | +$1.64M | 0.61% | 40 |
|
|
2015
Q4 | – | Sell |
-22,753
| Closed | -$1.54M | – | 118 |
|
|
2015
Q3 | $1.54M | Sell |
22,753
-1,459
| -6% | -$98.8K | 0.55% | 53 |
|
|
2015
Q2 | $1.59M | Sell |
24,212
-1,159
| -5% | -$76.2K | 0.54% | 54 |
|
|
2015
Q1 | $1.96M | Sell |
25,371
-1,477
| -6% | -$114K | 0.63% | 44 |
|
|
2014
Q4 | $2.03M | Buy |
+26,848
| New | +$2.03M | 0.66% | 41 |
|