Pinnacle Wealth Management Advisory Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
27,067
-1,222
| -4% | -$188K | 0.35% | 63 |
|
|
2025
Q1 | $4.33M | Buy |
28,289
+207
| +0.7% | +$31.7K | 0.4% | 58 |
|
|
2024
Q4 | $3.54M | Sell |
28,082
-928
| -3% | -$117K | 0.33% | 67 |
|
|
2024
Q3 | $3.71M | Sell |
29,010
-141
| -0.5% | -$18.1K | 0.35% | 65 |
|
|
2024
Q2 | $3.04M | Sell |
29,151
-241
| -0.8% | -$25.1K | 0.31% | 72 |
|
|
2024
Q1 | $2.75M | Buy |
29,392
+137
| +0.5% | +$12.8K | 0.29% | 76 |
|
|
2023
Q4 | $2.64M | Buy |
29,255
+443
| +2% | +$39.9K | 0.31% | 75 |
|
|
2023
Q3 | $2.36M | Buy |
28,812
+218
| +0.8% | +$17.9K | 0.31% | 75 |
|
|
2023
Q2 | $2.31M | Buy |
28,594
+913
| +3% | +$73.9K | 0.29% | 78 |
|
|
2023
Q1 | $1.98M | Buy |
27,681
+921
| +3% | +$66K | 0.27% | 81 |
|
|
2022
Q4 | $1.75M | Sell |
26,760
-4,558
| -15% | -$299K | 0.26% | 77 |
|
|
2022
Q3 | $2.01M | Buy |
31,318
+1,181
| +4% | +$75.9K | 0.33% | 70 |
|
|
2022
Q2 | $2.48M | Buy |
30,137
+3,142
| +12% | +$259K | 0.4% | 65 |
|
|
2022
Q1 | $2.6M | Buy |
26,995
+1,543
| +6% | +$148K | 0.37% | 67 |
|
|
2021
Q4 | $2.18M | Buy |
+25,452
| New | +$2.18M | 0.36% | 67 |
|