PWMG
Pinnacle Wealth Management Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
3,318
| – | – | 0.29% | 61 |
|
|
2025
Q1 | $508K | Hold |
3,318
| – | – | 0.35% | 53 |
|
|
2024
Q4 | $418K | Hold |
3,318
| – | – | 0.26% | 68 |
|
|
2024
Q3 | $425K | Hold |
3,318
| – | – | 0.27% | 70 |
|
|
2024
Q2 | $346K | Hold |
3,318
| – | – | 0.23% | 72 |
|
|
2024
Q1 | $310K | Buy |
3,318
+151
| +5% | +$14.1K | 0.23% | 80 |
|
|
2023
Q4 | $286K | Hold |
3,167
| – | – | 0.23% | 78 |
|
|
2023
Q3 | $259K | Hold |
3,167
| – | – | 0.24% | 79 |
|
|
2023
Q2 | $256K | Hold |
3,167
| – | – | 0.22% | 84 |
|
|
2023
Q1 | $227K | Sell |
3,167
-616
| -16% | -$44.2K | 0.2% | 93 |
|
|
2022
Q4 | $248K | Sell |
3,783
-640
| -14% | -$42K | 0.22% | 90 |
|
|
2022
Q3 | $284K | Hold |
4,423
| – | – | 0.25% | 81 |
|
|
2022
Q2 | $364K | Hold |
4,423
| – | – | 0.3% | 77 |
|
|
2022
Q1 | $425K | Sell |
4,423
-825
| -16% | -$79.3K | 0.32% | 73 |
|
|
2021
Q4 | $450K | Sell |
5,248
-1,917
| -27% | -$164K | 0.33% | 71 |
|
|
2021
Q3 | $590K | Buy |
7,165
+200
| +3% | +$16.5K | 0.44% | 54 |
|
|
2021
Q2 | $579K | Buy |
+6,965
| New | +$579K | 0.42% | 60 |
|