RRWA
Rainey & Randall Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
27,565
+14
| +0.1% | +$2.15K | 0.78% | 18 |
|
|
2025
Q1 | $4.22M | Sell |
27,551
-595
| -2% | -$91.2K | 0.83% | 20 |
|
|
2024
Q4 | $3.55M | Sell |
28,146
-2,367
| -8% | -$298K | 0.7% | 21 |
|
|
2024
Q3 | $3.91M | Buy |
30,513
+23
| +0.1% | +$2.95K | 0.84% | 18 |
|
|
2024
Q2 | $3.18M | Buy |
30,490
+24
| +0.1% | +$2.5K | 0.75% | 19 |
|
|
2024
Q1 | $2.85M | Sell |
30,466
-29
| -0.1% | -$2.71K | 0.67% | 20 |
|
|
2023
Q4 | $2.75M | Buy |
30,495
+180
| +0.6% | +$16.2K | 0.7% | 18 |
|
|
2023
Q3 | $2.48M | Sell |
30,315
-1,770
| -6% | -$145K | 0.72% | 18 |
|
|
2023
Q2 | $2.6M | Buy |
32,085
+408
| +1% | +$33K | 0.77% | 17 |
|
|
2023
Q1 | $2.27M | Buy |
31,677
+388
| +1% | +$27.8K | 0.73% | 17 |
|
|
2022
Q4 | $2.05M | Sell |
31,289
-2,956
| -9% | -$194K | 0.72% | 18 |
|
|
2022
Q3 | $2.2M | Buy |
34,245
+27
| +0.1% | +$1.74K | 0.85% | 19 |
|
|
2022
Q2 | $2.82M | Sell |
34,218
-1,106
| -3% | -$91.1K | 1.11% | 17 |
|
|
2022
Q1 | $3.4M | Buy |
35,324
+23
| +0.1% | +$2.21K | 1.23% | 18 |
|
|
2021
Q4 | $3.03M | Sell |
35,301
-32
| -0.1% | -$2.75K | 1.24% | 16 |
|
|
2021
Q3 | $2.91M | Buy |
35,333
+24
| +0.1% | +$1.98K | 1.39% | 14 |
|
|
2021
Q2 | $2.93M | Sell |
35,309
-150
| -0.4% | -$12.5K | 1.44% | 14 |
|
|
2021
Q1 | $2.54M | Buy |
35,459
+28
| +0.1% | +$2.01K | 1.37% | 14 |
|
|
2020
Q4 | $2.29M | Buy |
35,431
+674
| +2% | +$43.5K | 1.36% | 16 |
|
|
2020
Q3 | $1.91M | Buy |
+34,757
| New | +$1.91M | 1.32% | 15 |
|
|
2019
Q2 | – | Sell |
-34,202
| Closed | -$2.65M | – | 44 |
|
|
2019
Q1 | $2.65M | Buy |
34,202
+7
| +0% | +$543 | 1.86% | 13 |
|
|
2018
Q4 | $2.37M | Buy |
+34,195
| New | +$2.37M | 1.88% | 12 |
|