LWAM
Legacy Wealth Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
4,773
-83
| -2% | -$12.8K | 0.19% | 153 |
|
|
2025
Q1 | $744K | Sell |
4,856
-29
| -0.6% | -$4.44K | 0.21% | 143 |
|
|
2024
Q4 | $616K | Sell |
4,885
-68
| -1% | -$8.57K | 0.17% | 191 |
|
|
2024
Q3 | $634K | Buy |
4,953
+75
| +2% | +$9.6K | 0.17% | 194 |
|
|
2024
Q2 | $509K | Buy |
4,878
+299
| +7% | +$31.2K | 0.14% | 225 |
|
|
2024
Q1 | $428K | Buy |
4,579
+86
| +2% | +$8.04K | 0.12% | 256 |
|
|
2023
Q4 | $405K | Buy |
4,493
+910
| +25% | +$82.1K | 0.13% | 256 |
|
|
2023
Q3 | $294K | Buy |
3,583
+25
| +0.7% | +$2.05K | 0.11% | 281 |
|
|
2023
Q2 | $288K | Buy |
3,558
+47
| +1% | +$3.8K | 0.1% | 290 |
|
|
2023
Q1 | $252K | Buy |
3,511
+16
| +0.5% | +$1.15K | 0.09% | 303 |
|
|
2022
Q4 | $229K | Buy |
3,495
+57
| +2% | +$3.74K | 0.09% | 311 |
|
|
2022
Q3 | $221K | Buy |
3,438
+43
| +1% | +$2.76K | 0.1% | 296 |
|
|
2022
Q2 | $280K | Buy |
3,395
+76
| +2% | +$6.27K | 0.11% | 238 |
|
|
2022
Q1 | $319K | Buy |
3,319
+130
| +4% | +$12.5K | 0.11% | 245 |
|
|
2021
Q4 | $274K | Buy |
3,189
+105
| +3% | +$9.02K | 0.09% | 270 |
|
|
2021
Q3 | $254K | Sell |
3,084
-38
| -1% | -$3.13K | 0.12% | 259 |
|
|
2021
Q2 | $259K | Buy |
3,122
+39
| +1% | +$3.24K | 0.12% | 265 |
|
|
2021
Q1 | $221K | Buy |
+3,083
| New | +$221K | 0.1% | 275 |
|