Pinnacle Wealth Management Advisory Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.78M | Sell |
|
|||||
|
2025
Q2 | $4.16M | Sell |
|
|||||
|
2025
Q1 | $4.33M | Buy |
|
|||||
|
2024
Q4 | $3.54M | Sell |
|
|||||
|
2024
Q3 | $3.71M | Sell |
|
|||||
|
2024
Q2 | $3.04M | Sell |
|
|||||
|
2024
Q1 | $2.75M | Buy |
|
|||||
|
2023
Q4 | $2.64M | Buy |
|
|||||
|
2023
Q3 | $2.36M | Buy |
|
|||||
|
2023
Q2 | $2.31M | Buy |
|
|||||
|
2023
Q1 | $1.98M | Buy |
|
|||||
|
2022
Q4 | $1.75M | Sell |
|
|||||
|
2022
Q3 | $2.01M | Buy |
|
|||||
|
2022
Q2 | $2.48M | Buy |
|
|||||
|
2022
Q1 | $2.6M | Buy |
|
|||||
|
2021
Q4 | $2.18M | Buy |
|