PMA
Prudent Man Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
4,830
+56
| +1% | +$8.61K | 0.24% | 98 |
|
|
2025
Q1 | $731K | Hold |
4,774
| – | – | 0.27% | 86 |
|
|
2024
Q4 | $602K | Buy |
4,774
+271
| +6% | +$34.2K | 0.22% | 104 |
|
|
2024
Q3 | $577K | Hold |
4,503
| – | – | 0.19% | 119 |
|
|
2024
Q2 | $469K | Buy |
4,503
+240
| +6% | +$25K | 0.17% | 119 |
|
|
2024
Q1 | $398K | Sell |
4,263
-335
| -7% | -$31.3K | 0.15% | 124 |
|
|
2023
Q4 | $415K | Sell |
4,598
-48
| -1% | -$4.33K | 0.15% | 127 |
|
|
2023
Q3 | $381K | Hold |
4,646
| – | – | 0.15% | 126 |
|
|
2023
Q2 | $376K | Buy |
4,646
+29
| +0.6% | +$2.35K | 0.14% | 130 |
|
|
2023
Q1 | $331K | Hold |
4,617
| – | – | 0.13% | 136 |
|
|
2022
Q4 | $303K | Buy |
4,617
+546
| +13% | +$35.8K | 0.12% | 143 |
|
|
2022
Q3 | $262K | Buy |
4,071
+1,637
| +67% | +$105K | 0.12% | 133 |
|
|
2022
Q2 | $200K | Hold |
2,434
| – | – | 0.09% | 153 |
|
|
2022
Q1 | $234K | Sell |
2,434
-23
| -0.9% | -$2.21K | 0.09% | 155 |
|
|
2021
Q4 | $211K | Sell |
2,457
-583
| -19% | -$50.1K | 0.08% | 176 |
|
|
2021
Q3 | $250K | Buy |
+3,040
| New | +$250K | 0.09% | 168 |
|