Mizuho Securities USA’s Integrated Wellness Acquisition Corp WEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-376,499
| Closed | -$4.46M | – | 695 |
|
|
2024
Q4 | $4.46M | Buy |
376,499
+50,678
| +16% | +$601K | 0.08% | 235 |
|
|
2024
Q3 | $3.83M | Buy |
325,821
+30,821
| +10% | +$361K | 0.08% | 216 |
|
|
2024
Q2 | $3.39M | Buy |
295,000
+74,184
| +34% | +$853K | 0.08% | 242 |
|
|
2024
Q1 | $2.48M | Buy |
220,816
+207
| +0.1% | +$2.33K | 0.06% | 77 |
|
|
2023
Q4 | $2.47M | Sell |
220,609
-138,716
| -39% | -$1.53M | 0.06% | 93 |
|
|
2023
Q3 | $3.91M | Hold |
359,325
| – | – | 0.12% | 70 |
|
|
2023
Q2 | $3.81M | Buy |
359,325
+212,033
| +144% | +$2.26M | 0.13% | 68 |
|
|
2023
Q1 | $1.51M | Hold |
147,292
| – | – | 0.09% | 116 |
|
|
2022
Q4 | $1.48M | Hold |
147,292
| – | – | 0.14% | 102 |
|
|
2022
Q3 | $1.47M | Buy |
+147,292
| New | +$1.48M | 0.2% | 128 |
|