LWM
LongView Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
4,879
+8
| +0.2% | +$1.23K | 0.23% | 88 |
|
|
2025
Q1 | $746K | Sell |
4,871
-107
| -2% | -$16.4K | 0.22% | 90 |
|
|
2024
Q4 | $627K | Sell |
4,978
-166
| -3% | -$20.9K | 0.19% | 100 |
|
|
2024
Q3 | $659K | Sell |
5,144
-114
| -2% | -$14.6K | 0.21% | 93 |
|
|
2024
Q2 | $548K | Buy |
5,258
+142
| +3% | +$14.8K | 0.2% | 93 |
|
|
2024
Q1 | $478K | Buy |
5,116
+104
| +2% | +$9.72K | 0.19% | 103 |
|
|
2023
Q4 | $449K | Buy |
+5,012
| New | +$449K | 0.2% | 100 |
|