Premier Path Wealth Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
4,535
+108
| +2% | +$16.6K | 0.1% | 212 |
|
|
2025
Q1 | $678K | Buy |
4,427
+77
| +2% | +$11.8K | 0.11% | 196 |
|
|
2024
Q4 | $548K | Buy |
4,350
+139
| +3% | +$17.5K | 0.08% | 222 |
|
|
2024
Q3 | $539K | Buy |
4,211
+60
| +1% | +$7.68K | 0.09% | 227 |
|
|
2024
Q2 | $433K | Buy |
+4,151
| New | +$433K | 0.07% | 245 |
|
|
2024
Q1 | – | Sell |
-3,694
| Closed | -$333K | – | 365 |
|
|
2023
Q4 | $333K | Buy |
+3,694
| New | +$333K | 0.07% | 239 |
|