LWM
Liberty Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
1,589
+1
| +0.1% | +$154 | 0.04% | 194 |
|
|
2025
Q1 | $243K | Hold |
1,588
| – | – | 0.05% | 135 |
|
|
2024
Q4 | $200K | Buy |
1,588
+1
| +0.1% | +$126 | 0.03% | 206 |
|
|
2024
Q3 | $203K | Buy |
+1,587
| New | +$203K | 0.03% | 204 |
|
|
2021
Q4 | – | Sell |
-1,854
| Closed | -$153K | – | 1100 |
|
|
2021
Q3 | $153K | Buy |
1,854
+34
| +2% | +$2.81K | 0.05% | 207 |
|
|
2021
Q2 | $151K | Buy |
1,820
+12
| +0.7% | +$996 | 0.06% | 162 |
|
|
2021
Q1 | $113K | Hold |
1,808
| – | – | 0.06% | 164 |
|
|
2020
Q4 | $113K | Hold |
1,808
| – | – | 0.06% | 162 |
|
|
2020
Q3 | $100K | Sell |
1,808
-15
| -0.8% | -$830 | 0.06% | 160 |
|
|
2020
Q2 | $94K | Sell |
1,823
-430
| -19% | -$22.2K | 0.07% | 153 |
|
|
2020
Q1 | $103K | Sell |
2,253
-73
| -3% | -$3.34K | 0.09% | 139 |
|
|
2019
Q4 | $190K | Buy |
2,326
+92
| +4% | +$7.52K | 0.15% | 106 |
|
|
2019
Q3 | $198K | Buy |
2,234
+66
| +3% | +$5.85K | 0.19% | 99 |
|
|
2019
Q2 | $177K | Buy |
2,168
+8
| +0.4% | +$653 | 0.16% | 115 |
|
|
2019
Q1 | $167K | Buy |
2,160
+47
| +2% | +$3.63K | 0.13% | 97 |
|
|
2018
Q4 | $146K | Buy |
+2,113
| New | +$146K | 0.11% | 102 |
|