Pinnacle Wealth Management 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 | $591K | Hold |
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|
2025
Q2 | $510K | Hold |
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|
2025
Q1 | $508K | Hold |
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|
2024
Q4 | $418K | Hold |
|
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $346K | Hold |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $364K | Hold |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $450K | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $579K | Buy |
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