Private 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 | $3.38K | Hold |
22
| – | – | ﹤0.01% | 912 |
|
|
2025
Q1 | $3.37K | Hold |
22
| – | – | ﹤0.01% | 876 |
|
|
2024
Q4 | $2.77K | Hold |
22
| – | – | ﹤0.01% | 970 |
|
|
2024
Q3 | $2.82K | Buy |
22
+2
| +10% | +$256 | ﹤0.01% | 948 |
|
|
2024
Q2 | $2.09K | Hold |
20
| – | – | ﹤0.01% | 1033 |
|
|
2024
Q1 | $1.87K | Hold |
20
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q4 | $1.8K | Buy |
+20
| New | +$1.8K | ﹤0.01% | 1026 |
|