Pinnacle Wealth Planning Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
3,172
+938
| +42% | +$144K | 0.06% | 199 |
|
|
2025
Q1 | $342K | Buy |
2,234
+154
| +7% | +$23.6K | 0.05% | 230 |
|
|
2024
Q4 | $262K | Sell |
2,080
-1,306
| -39% | -$165K | 0.04% | 287 |
|
|
2024
Q3 | $434K | Sell |
3,386
-11
| -0.3% | -$1.41K | 0.06% | 215 |
|
|
2024
Q2 | $354K | Hold |
3,397
| – | – | 0.05% | 246 |
|
|
2024
Q1 | $317K | Sell |
3,397
-3
| -0.1% | -$280 | 0.05% | 284 |
|
|
2023
Q4 | $307K | Sell |
3,400
-4
| -0.1% | -$361 | 0.05% | 266 |
|
|
2023
Q3 | $279K | Hold |
3,404
| – | – | 0.05% | 270 |
|
|
2023
Q2 | $275K | Hold |
3,404
| – | – | 0.04% | 284 |
|
|
2023
Q1 | $244K | Hold |
3,404
| – | – | 0.04% | 320 |
|
|
2022
Q4 | $223K | Buy |
+3,404
| New | +$223K | 0.04% | 335 |
|
|
2022
Q3 | – | Sell |
-2,537
| Closed | -$209K | – | 444 |
|
|
2022
Q2 | $209K | Buy |
2,537
+149
| +6% | +$12.3K | 0.04% | 337 |
|
|
2022
Q1 | $230K | Buy |
+2,388
| New | +$230K | 0.04% | 335 |
|
|
2021
Q1 | – | Sell |
-1,233
| Closed | -$80K | – | 1928 |
|
|
2020
Q4 | $80K | Buy |
+1,233
| New | +$80K | 0.02% | 571 |
|