Pinnacle Wealth Planning Services’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 | $769K | Buy |
|
|||||
|
2025
Q2 | $488K | Buy |
|
|||||
|
2025
Q1 | $342K | Buy |
|
|||||
|
2024
Q4 | $262K | Sell |
|
|||||
|
2024
Q3 | $434K | Sell |
|
|||||
|
2024
Q2 | $354K | Hold |
|
|||||
|
2024
Q1 | $317K | Sell |
|
|||||
|
2023
Q4 | $307K | Sell |
|
|||||
|
2023
Q3 | $279K | Hold |
|
|||||
|
2023
Q2 | $275K | Hold |
|
|||||
|
2023
Q1 | $244K | Hold |
|
|||||
|
2022
Q4 | $223K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $209K | Buy |
|
|||||
|
2022
Q1 | $230K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $80K | Buy |
|