SFMG Wealth Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $423K | Sell |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $267K | Hold |
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|
2021
Q1 | $230K | Buy |
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