PDS Planning’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
4,267
+568
| +15% | +$87.3K | 0.05% | 190 |
|
|
2025
Q1 | $567K | Buy |
3,699
+242
| +7% | +$37.1K | 0.05% | 191 |
|
|
2024
Q4 | $436K | Sell |
3,457
-14
| -0.4% | -$1.76K | 0.04% | 212 |
|
|
2024
Q3 | $444K | Buy |
3,471
+19
| +0.6% | +$2.43K | 0.04% | 216 |
|
|
2024
Q2 | $360K | Buy |
3,452
+80
| +2% | +$8.34K | 0.04% | 226 |
|
|
2024
Q1 | $315K | Buy |
3,372
+101
| +3% | +$9.44K | 0.03% | 249 |
|
|
2023
Q4 | $295K | Buy |
3,271
+31
| +1% | +$2.8K | 0.03% | 236 |
|
|
2023
Q3 | $265K | Buy |
3,240
+95
| +3% | +$7.78K | 0.03% | 232 |
|
|
2023
Q2 | $254K | Buy |
+3,145
| New | +$254K | 0.03% | 247 |
|