Pinnacle Bancorp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.2K | Hold |
450
| – | – | 0.02% | 374 |
|
|
2025
Q1 | $68.9K | Hold |
450
| – | – | 0.02% | 366 |
|
|
2024
Q4 | $56.7K | Hold |
450
| – | – | 0.02% | 398 |
|
|
2024
Q3 | $57.6K | Hold |
450
| – | – | 0.02% | 391 |
|
|
2024
Q2 | $46.9K | Hold |
450
| – | – | 0.01% | 414 |
|
|
2024
Q1 | $42K | Hold |
450
| – | – | 0.01% | 437 |
|
|
2023
Q4 | $40.6K | Hold |
450
| – | – | 0.01% | 413 |
|
|
2023
Q3 | $36.9K | Hold |
450
| – | – | 0.01% | 420 |
|
|
2023
Q2 | $36.4K | Hold |
450
| – | – | 0.01% | 418 |
|
|
2023
Q1 | $32.3K | Hold |
450
| – | – | 0.01% | 427 |
|
|
2022
Q4 | $29K | Hold |
450
| – | – | 0.01% | 422 |
|
|
2022
Q3 | $29K | Hold |
450
| – | – | 0.01% | 403 |
|
|
2022
Q2 | $37K | Hold |
450
| – | – | 0.02% | 370 |
|
|
2022
Q1 | $43K | Hold |
450
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $39K | Hold |
450
| – | – | 0.01% | 387 |
|
|
2021
Q3 | $37K | Hold |
450
| – | – | 0.01% | 388 |
|
|
2021
Q2 | $37K | Hold |
450
| – | – | 0.02% | 402 |
|
|
2021
Q1 | $32K | Hold |
450
| – | – | 0.02% | 407 |
|
|
2020
Q4 | $29K | Sell |
450
-95
| -17% | -$6.12K | 0.02% | 411 |
|
|
2020
Q3 | $30K | Hold |
545
| – | – | 0.02% | 388 |
|
|
2020
Q2 | $28K | Hold |
545
| – | – | 0.02% | 376 |
|
|
2020
Q1 | $25K | Hold |
545
| – | – | 0.02% | 364 |
|
|
2019
Q4 | $45K | Hold |
545
| – | – | 0.03% | 320 |
|
|
2019
Q3 | $49K | Hold |
545
| – | – | 0.03% | 306 |
|
|
2019
Q2 | $44K | Sell |
545
-195
| -26% | -$15.7K | 0.02% | 328 |
|
|
2019
Q1 | $57K | Sell |
740
-30
| -4% | -$2.31K | 0.03% | 279 |
|
|
2018
Q4 | $53K | Buy |
+770
| New | +$53K | 0.03% | 276 |
|
|
2017
Q1 | $67K | Buy |
+948
| New | +$67K | 0.05% | 240 |
|