Larson Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Buy |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $80.2K | Hold |
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|
2024
Q3 | $81.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $37.4K | Sell |
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|
2023
Q4 | $99.2K | Sell |
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|
2023
Q3 | $90.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $19.7K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $21K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $9K | Buy |
|