MMG
Monetary Management Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Hold |
5,600
| – | – | 0.21% | 103 |
|
|
2025
Q1 | $858K | Sell |
5,600
-750
| -12% | -$115K | 0.23% | 98 |
|
|
2024
Q4 | $800K | Sell |
6,350
-250
| -4% | -$31.5K | 0.21% | 98 |
|
|
2024
Q3 | $845K | Sell |
6,600
-625
| -9% | -$80K | 0.22% | 97 |
|
|
2024
Q2 | $753K | Hold |
7,225
| – | – | 0.2% | 102 |
|
|
2024
Q1 | $675K | Sell |
7,225
-350
| -5% | -$32.7K | 0.19% | 114 |
|
|
2023
Q4 | $683K | Hold |
7,575
| – | – | 0.21% | 105 |
|
|
2023
Q3 | $621K | Hold |
7,575
| – | – | 0.21% | 109 |
|
|
2023
Q2 | $613K | Hold |
7,575
| – | – | 0.19% | 113 |
|
|
2023
Q1 | $543K | Sell |
7,575
-500
| -6% | -$35.8K | 0.16% | 126 |
|
|
2022
Q4 | $529K | Hold |
8,075
| – | – | 0.17% | 123 |
|
|
2022
Q3 | $519K | Hold |
8,075
| – | – | 0.17% | 118 |
|
|
2022
Q2 | $665K | Hold |
8,075
| – | – | 0.21% | 102 |
|
|
2022
Q1 | $776K | Hold |
8,075
| – | – | 0.21% | 97 |
|
|
2021
Q4 | $693K | Hold |
8,075
| – | – | 0.17% | 106 |
|
|
2021
Q3 | $665K | Buy |
8,075
+1,900
| +31% | +$156K | 0.18% | 102 |
|
|
2021
Q2 | $513K | Hold |
6,175
| – | – | 0.15% | 115 |
|
|
2021
Q1 | $442K | Buy |
6,175
+125
| +2% | +$8.95K | 0.14% | 122 |
|
|
2020
Q4 | $391K | Sell |
6,050
-250
| -4% | -$16.2K | 0.13% | 128 |
|
|
2020
Q3 | $347K | Buy |
6,300
+600
| +11% | +$33K | 0.12% | 123 |
|
|
2020
Q2 | $295K | Sell |
5,700
-725
| -11% | -$37.5K | 0.11% | 121 |
|
|
2020
Q1 | $294K | Hold |
6,425
| – | – | 0.13% | 111 |
|
|
2019
Q4 | $525K | Hold |
6,425
| – | – | 0.19% | 113 |
|
|
2019
Q3 | $582K | Buy |
6,425
+950
| +17% | +$86.1K | 0.22% | 101 |
|
|
2019
Q2 | $446K | Hold |
5,475
| – | – | 0.17% | 117 |
|
|
2019
Q1 | $425K | Sell |
5,475
-1,000
| -15% | -$77.6K | 0.17% | 116 |
|
|
2018
Q4 | $449K | Sell |
6,475
-500
| -7% | -$34.7K | 0.2% | 101 |
|
|
2018
Q3 | $449K | Sell |
6,975
-11,800
| -63% | -$760K | 0.17% | 109 |
|
|
2018
Q2 | $1.18M | Buy |
18,775
+15,250
| +433% | +$956K | 0.48% | 61 |
|
|
2018
Q1 | $192K | Sell |
3,525
-2,000
| -36% | -$109K | 0.08% | 146 |
|
|
2017
Q4 | $352K | Sell |
5,525
-625
| -10% | -$39.8K | 0.14% | 119 |
|
|
2017
Q3 | $432K | Sell |
6,150
-14,750
| -71% | -$1.04M | 0.18% | 106 |
|
|
2017
Q2 | $1.56M | Hold |
20,900
| – | – | 0.64% | 52 |
|
|
2017
Q1 | $1.48M | Buy |
20,900
+15,300
| +273% | +$1.08M | 0.64% | 52 |
|
|
2016
Q4 | $375K | Sell |
5,600
-7,350
| -57% | -$492K | 0.17% | 110 |
|
|
2016
Q3 | $968K | Hold |
12,950
| – | – | 0.45% | 65 |
|
|
2016
Q2 | $986K | Sell |
12,950
-1,150
| -8% | -$87.6K | 0.46% | 66 |
|
|
2016
Q1 | $978K | Sell |
14,100
-2,250
| -14% | -$156K | 0.48% | 65 |
|
|
2015
Q4 | $1.11M | Buy |
16,350
+6,865
| +72% | +$467K | 0.53% | 61 |
|
|
2015
Q3 | $642K | Buy |
9,485
+3,250
| +52% | +$220K | 0.32% | 78 |
|
|
2015
Q2 | $409K | Sell |
6,235
-7,475
| -55% | -$490K | 0.18% | 106 |
|
|
2015
Q1 | $1.06M | Buy |
13,710
+5,550
| +68% | +$430K | 0.47% | 66 |
|
|
2014
Q4 | $617K | Buy |
8,160
+6,460
| +380% | +$488K | 0.27% | 91 |
|
|
2014
Q3 | $106K | Buy |
1,700
+1,500
| +750% | +$93.5K | 0.05% | 200 |
|
|
2014
Q2 | $13K | Buy |
+200
| New | +$13K | 0.01% | 338 |
|