Planned Solutions’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $149K | Hold |
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|
2020
Q3 | $127K | Buy |
|