Prestige Wealth Management Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
8,376
+80
| +1% | +$12.3K | 0.26% | 52 |
|
|
2025
Q1 | $1.27M | Buy |
8,296
+297
| +4% | +$45.5K | 0.27% | 52 |
|
|
2024
Q4 | $1.01M | Buy |
7,999
+380
| +5% | +$47.9K | 0.21% | 59 |
|
|
2024
Q3 | $975K | Buy |
7,619
+7,529
| +8,366% | +$964K | 0.2% | 63 |
|
|
2024
Q2 | $9.38K | Sell |
90
-6,642
| -99% | -$692K | ﹤0.01% | 416 |
|
|
2024
Q1 | $629K | Buy |
6,732
+6,650
| +8,110% | +$621K | 0.14% | 74 |
|
|
2023
Q4 | $7.39K | Buy |
82
+4
| +5% | +$361 | ﹤0.01% | 510 |
|
|
2023
Q3 | $6.39K | Hold |
78
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $6.31K | Hold |
78
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $5.59K | Hold |
78
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $5.11K | Hold |
78
| – | – | ﹤0.01% | 609 |
|
|
2022
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $7K | Hold |
78
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $7K | Hold |
78
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 612 |
|
|
2021
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 599 |
|
|
2021
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 593 |
|
|
2020
Q4 | $5K | Buy |
78
+5
| +7% | +$321 | ﹤0.01% | 600 |
|
|
2020
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 596 |
|
|
2020
Q2 | $4K | Buy |
73
+19
| +35% | +$1.04K | ﹤0.01% | 577 |
|
|
2020
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 690 |
|
|
2019
Q1 | – | Sell |
-141
| Closed | -$10K | – | 1139 |
|
|
2018
Q4 | $10K | Buy |
+141
| New | +$10K | 0.01% | 440 |
|