RSWM
Robertson Stephens Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
1,382
-45
| -3% | -$6.92K | 0.01% | 521 |
|
|
2025
Q1 | $219K | Buy |
+1,427
| New | +$219K | 0.01% | 511 |
|
|
2021
Q4 | – | Sell |
-3,413
| Closed | -$281K | – | 396 |
|
|
2021
Q3 | $281K | Sell |
3,413
-634
| -16% | -$52.2K | 0.03% | 263 |
|
|
2021
Q2 | $336K | Buy |
4,047
+344
| +9% | +$28.6K | 0.04% | 252 |
|
|
2021
Q1 | $265K | Buy |
3,703
+73
| +2% | +$5.22K | 0.04% | 249 |
|
|
2020
Q4 | $234K | Sell |
3,630
-198
| -5% | -$12.8K | 0.05% | 219 |
|
|
2020
Q3 | $210K | Sell |
3,828
-717
| -16% | -$39.3K | 0.05% | 224 |
|
|
2020
Q2 | $235K | Buy |
+4,545
| New | +$235K | 0.07% | 165 |
|