Koshinski Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
3,069
+41
| +1% | +$6.3K | 0.04% | 421 |
|
|
2025
Q1 | $464K | Buy |
3,028
+359
| +13% | +$55K | 0.04% | 388 |
|
|
2024
Q4 | $336M | Buy |
2,669
+58
| +2% | +$7.31M | 0.03% | 459 |
|
|
2024
Q3 | $334K | Sell |
2,611
-50
| -2% | -$6.4K | 0.03% | 467 |
|
|
2024
Q2 | $279K | Sell |
2,661
-684
| -20% | -$71.7K | 0.03% | 480 |
|
|
2024
Q1 | $313K | Sell |
3,345
-763
| -19% | -$71.3K | 0.03% | 421 |
|
|
2023
Q4 | $370K | Buy |
4,108
+1,458
| +55% | +$131K | 0.06% | 348 |
|
|
2023
Q3 | $217K | Sell |
2,650
-81
| -3% | -$6.64K | 0.03% | 508 |
|
|
2023
Q2 | $221K | Buy |
+2,731
| New | +$221K | 0.02% | 531 |
|
|
2022
Q1 | – | Sell |
-3,669
| Closed | -$315K | – | 2244 |
|
|
2021
Q4 | $315K | Buy |
3,669
+6
| +0.2% | +$515 | 0.03% | 500 |
|
|
2021
Q3 | $302K | Buy |
3,663
+906
| +33% | +$74.7K | 0.03% | 508 |
|
|
2021
Q2 | $229K | Sell |
2,757
-915
| -25% | -$76K | 0.03% | 506 |
|
|
2021
Q1 | $263K | Buy |
+3,672
| New | +$263K | 0.03% | 510 |
|
|
2020
Q4 | – | Sell |
-4,041
| Closed | -$226 | – | 583 |
|
|
2020
Q3 | $226 | Buy |
+4,041
| New | +$226 | 0.03% | 458 |
|
|
2020
Q1 | – | Sell |
-5,249
| Closed | -$425K | – | 530 |
|
|
2019
Q4 | $425K | Buy |
+5,249
| New | +$425K | 0.07% | 339 |
|
|
2019
Q3 | – | Sell |
-4,732
| Closed | -$386K | – | 277 |
|
|
2019
Q2 | $386K | Sell |
4,732
-1,691
| -26% | -$138K | 0.16% | 177 |
|
|
2019
Q1 | $498 | Buy |
6,423
+2,030
| +46% | +$157 | 0.13% | 196 |
|
|
2018
Q4 | $305K | Sell |
4,393
-1,231
| -22% | -$85.5K | 0.07% | 297 |
|
|
2018
Q3 | $362K | Buy |
5,624
+2,018
| +56% | +$130K | 0.05% | 383 |
|
|
2018
Q2 | $226K | Buy |
+3,606
| New | +$226K | 0.07% | 339 |
|
|
2015
Q4 | – | Sell |
-3,225
| Closed | -$212K | – | 243 |
|
|
2015
Q3 | $212K | Buy |
+3,225
| New | +$212K | 0.14% | 205 |
|