OLVIG
Oliver Lagore Vanvalin Investment Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Buy |
+156
| New | +$23.9K | 0.01% | 326 |
|
|
2024
Q4 | $18.4K | Buy |
146
+31
| +27% | +$3.91K | ﹤0.01% | 374 |
|
|
2024
Q3 | $14.7K | Hold |
115
| – | – | ﹤0.01% | 384 |
|
|
2024
Q2 | $12K | Hold |
115
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $10.7K | Sell |
115
-138
| -55% | -$12.9K | ﹤0.01% | 404 |
|
|
2023
Q4 | $22.8K | Buy |
253
+1
| +0.4% | +$90 | 0.01% | 298 |
|
|
2023
Q3 | $20.6K | Buy |
252
+1
| +0.4% | +$82 | 0.01% | 343 |
|
|
2023
Q2 | $20.3K | Buy |
251
+1
| +0.4% | +$81 | 0.01% | 367 |
|
|
2023
Q1 | $17.9K | Sell |
250
-336
| -57% | -$24.1K | 0.01% | 297 |
|
|
2022
Q4 | $38.4K | Buy |
586
+4
| +0.7% | +$262 | 0.02% | 204 |
|
|
2022
Q3 | $37K | Buy |
582
+54
| +10% | +$3.43K | 0.02% | 193 |
|
|
2022
Q2 | $44K | Buy |
528
+3
| +0.6% | +$250 | 0.03% | 187 |
|
|
2022
Q1 | $51K | Buy |
+525
| New | +$51K | 0.03% | 173 |
|