KWM
Kingsview Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
7,303
+1,681
| +30% | +$258K | 0.02% | 554 |
|
|
2025
Q1 | $861K | Sell |
5,622
-98
| -2% | -$15K | 0.02% | 585 |
|
|
2024
Q4 | $721K | Buy |
5,720
+754
| +15% | +$95K | 0.01% | 639 |
|
|
2024
Q3 | $636K | Buy |
4,966
+200
| +4% | +$25.6K | 0.01% | 644 |
|
|
2024
Q2 | $497K | Buy |
4,766
+1,515
| +47% | +$158K | 0.01% | 685 |
|
|
2024
Q1 | $304K | Buy |
3,251
+562
| +21% | +$52.5K | 0.01% | 812 |
|
|
2023
Q4 | $242K | Sell |
2,689
-95
| -3% | -$8.57K | 0.01% | 831 |
|
|
2023
Q3 | $228K | Buy |
2,784
+148
| +6% | +$12.1K | 0.01% | 841 |
|
|
2023
Q2 | $213K | Buy |
+2,636
| New | +$213K | 0.01% | 839 |
|
|
2022
Q4 | – | Sell |
-3,414
| Closed | -$220K | – | 909 |
|
|
2022
Q3 | $220K | Sell |
3,414
-99
| -3% | -$6.38K | 0.01% | 730 |
|
|
2022
Q2 | $289K | Buy |
3,513
+19
| +0.5% | +$1.56K | 0.01% | 673 |
|
|
2022
Q1 | $336K | Sell |
3,494
-270
| -7% | -$26K | 0.01% | 665 |
|
|
2021
Q4 | $323K | Sell |
3,764
-72
| -2% | -$6.18K | 0.01% | 691 |
|
|
2021
Q3 | $316K | Buy |
3,836
+240
| +7% | +$19.8K | 0.02% | 670 |
|
|
2021
Q2 | $301K | Buy |
3,596
+133
| +4% | +$11.1K | 0.01% | 694 |
|
|
2021
Q1 | $254K | Sell |
3,463
-186
| -5% | -$13.6K | 0.01% | 691 |
|
|
2020
Q4 | $236K | Sell |
3,649
-923
| -20% | -$59.7K | 0.02% | 606 |
|
|
2020
Q3 | $252K | Sell |
4,572
-2,598
| -36% | -$143K | 0.02% | 515 |
|
|
2020
Q2 | $371K | Buy |
7,170
+1,224
| +21% | +$63.3K | 0.04% | 397 |
|
|
2020
Q1 | $272K | Sell |
5,946
-39
| -0.7% | -$1.78K | 0.04% | 379 |
|
|
2019
Q4 | $489K | Sell |
5,985
-87
| -1% | -$7.11K | 0.06% | 288 |
|
|
2019
Q3 | $550K | Buy |
6,072
+1,882
| +45% | +$170K | 0.09% | 238 |
|
|
2019
Q2 | $342K | Buy |
4,190
+1,565
| +60% | +$128K | 0.06% | 302 |
|
|
2019
Q1 | $204K | Buy |
+2,625
| New | +$204K | 0.03% | 427 |
|