LGF
LGT Group Foundation’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Sell |
64,118
-407
| -0.6% | -$62.6K | 0.12% | 100 |
|
|
2025
Q1 | $9.89M | Sell |
64,525
-17,793
| -22% | -$2.73M | 0.14% | 97 |
|
|
2024
Q4 | $10.4M | Sell |
82,318
-95
| -0.1% | -$12K | 0.16% | 91 |
|
|
2024
Q3 | $10.5M | Sell |
82,413
-7,600
| -8% | -$965K | 0.17% | 93 |
|
|
2024
Q2 | $9.38M | Sell |
90,013
-32,468
| -27% | -$3.38M | 0.15% | 95 |
|
|
2024
Q1 | $11.4M | Sell |
122,481
-16,582
| -12% | -$1.55M | 0.27% | 77 |
|
|
2023
Q4 | $12.7M | Sell |
139,063
-28,849
| -17% | -$2.63M | 0.28% | 84 |
|
|
2023
Q3 | $13.7M | Sell |
167,912
-724
| -0.4% | -$59.2K | 0.34% | 73 |
|
|
2023
Q2 | $13.6M | Buy |
168,636
+116,742
| +225% | +$9.44M | 0.33% | 74 |
|
|
2023
Q1 | $3.72M | Buy |
51,894
+44,425
| +595% | +$3.18M | 0.11% | 151 |
|
|
2022
Q4 | $490K | Buy |
7,469
+2,220
| +42% | +$146K | 0.02% | 233 |
|
|
2022
Q3 | $338K | Sell |
5,249
-120,516
| -96% | -$7.76M | 0.01% | 223 |
|
|
2022
Q2 | $10.4M | Sell |
125,765
-52,050
| -29% | -$4.29M | 0.32% | 79 |
|
|
2022
Q1 | $17.4M | Buy |
177,815
+11,286
| +7% | +$1.1M | 0.41% | 59 |
|
|
2021
Q4 | $14.3M | Buy |
+166,529
| New | +$14.3M | 0.37% | 67 |
|