NWM
Nicola Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
20,642
+1,140
| +6% | +$175K | 0.3% | 59 |
|
|
2025
Q1 | $2.99M | Buy |
19,502
+807
| +4% | +$124K | 0.29% | 65 |
|
|
2024
Q4 | $3.39M | Sell |
18,695
-1,100
| -6% | -$199K | 0.32% | 63 |
|
|
2024
Q3 | $3.43M | Sell |
19,795
-4,200
| -18% | -$727K | 0.27% | 70 |
|
|
2024
Q2 | $3.42M | Buy |
23,995
+6,300
| +36% | +$899K | 0.31% | 68 |
|
|
2024
Q1 | $2.24M | Buy |
17,695
+4,500
| +34% | +$569K | 0.22% | 85 |
|
|
2023
Q4 | $1.57M | Sell |
13,195
-4,800
| -27% | -$572K | 0.17% | 96 |
|
|
2023
Q3 | $1.99M | Sell |
17,995
-22,700
| -56% | -$2.51M | 0.22% | 89 |
|
|
2023
Q2 | $3.29M | Sell |
40,695
-7,040
| -15% | -$569K | 0.32% | 70 |
|
|
2023
Q1 | $3.42M | Buy |
47,735
+10,300
| +28% | +$739K | 0.34% | 72 |
|
|
2022
Q4 | $2.45M | Buy |
37,435
+9,300
| +33% | +$609K | 0.25% | 83 |
|
|
2022
Q3 | $1.81M | Sell |
28,135
-8,370
| -23% | -$538K | 0.2% | 93 |
|
|
2022
Q2 | $3.01M | Buy |
+36,505
| New | +$3.01M | 0.29% | 82 |
|