Matthew Hamilton Rosenberg’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.3K | Sell |
633
-250
| -28% | -$38.4K | 0.02% | 332 |
|
|
2025
Q1 | $135K | Hold |
883
| – | – | 0.03% | 257 |
|
|
2024
Q4 | $111K | Hold |
883
| – | – | 0.03% | 290 |
|
|
2024
Q3 | $113K | Buy |
883
+75
| +9% | +$9.6K | 0.03% | 293 |
|
|
2024
Q2 | $84K | Sell |
808
-75
| -8% | -$7.8K | 0.02% | 333 |
|
|
2024
Q1 | $81.2K | Hold |
883
| – | – | 0.02% | 351 |
|
|
2023
Q4 | $79.6K | Sell |
883
-39
| -4% | -$3.52K | 0.02% | 348 |
|
|
2023
Q3 | $75.5K | Buy |
922
+13
| +1% | +$1.07K | 0.03% | 341 |
|
|
2023
Q2 | $73.5K | Sell |
909
-99
| -10% | -$8.01K | 0.02% | 365 |
|
|
2023
Q1 | $72.3K | Hold |
1,008
| – | – | 0.02% | 380 |
|
|
2022
Q4 | $66.1K | Hold |
1,008
| – | – | 0.02% | 394 |
|
|
2022
Q3 | $65K | Hold |
1,008
| – | – | 0.03% | 372 |
|
|
2022
Q2 | $84K | Buy |
1,008
+56
| +6% | +$4.67K | 0.03% | 341 |
|
|
2022
Q1 | $92K | Hold |
952
| – | – | 0.03% | 325 |
|
|
2021
Q4 | $82K | Buy |
952
+550
| +137% | +$47.4K | 0.03% | 338 |
|
|
2021
Q3 | $33K | Buy |
402
+144
| +56% | +$11.8K | 0.01% | 453 |
|
|
2021
Q2 | $21K | Hold |
258
| – | – | 0.01% | 464 |
|
|
2021
Q1 | $18K | Hold |
258
| – | – | 0.01% | 453 |
|
|
2020
Q4 | $17K | Sell |
258
-43
| -14% | -$2.83K | 0.01% | 437 |
|
|
2020
Q3 | $17K | Hold |
301
| – | – | 0.01% | 416 |
|
|
2020
Q2 | $16K | Buy |
+301
| New | +$16K | 0.01% | 441 |
|