SWA
SFMG Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
3,289
-55
| -2% | -$8.46K | 0.04% | 157 |
|
|
2025
Q1 | $512K | Buy |
3,344
+45
| +1% | +$6.89K | 0.04% | 144 |
|
|
2024
Q4 | $416K | Sell |
3,299
-2
| -0.1% | -$252 | 0.03% | 171 |
|
|
2024
Q3 | $423K | Sell |
3,301
-53
| -2% | -$6.79K | 0.03% | 161 |
|
|
2024
Q2 | $350K | Sell |
3,354
-62
| -2% | -$6.46K | 0.03% | 178 |
|
|
2024
Q1 | $319K | Sell |
3,416
-88
| -3% | -$8.22K | 0.03% | 192 |
|
|
2023
Q4 | $316K | Buy |
3,504
+100
| +3% | +$9.02K | 0.03% | 185 |
|
|
2023
Q3 | $279K | Sell |
3,404
-498
| -13% | -$40.8K | 0.03% | 186 |
|
|
2023
Q2 | $316K | Hold |
3,902
| – | – | 0.03% | 174 |
|
|
2023
Q1 | $280K | Buy |
3,902
+108
| +3% | +$7.74K | 0.03% | 188 |
|
|
2022
Q4 | $249K | Hold |
3,794
| – | – | 0.03% | 197 |
|
|
2022
Q3 | $220K | Hold |
3,794
| – | – | 0.03% | 209 |
|
|
2022
Q2 | $312K | Sell |
3,794
-165
| -4% | -$13.6K | 0.04% | 173 |
|
|
2022
Q1 | $381K | Buy |
3,959
+190
| +5% | +$18.3K | 0.04% | 174 |
|
|
2021
Q4 | $323K | Buy |
3,769
+240
| +7% | +$20.6K | 0.03% | 190 |
|
|
2021
Q3 | $291K | Buy |
3,529
+320
| +10% | +$26.4K | 0.03% | 199 |
|
|
2021
Q2 | $267K | Hold |
3,209
| – | – | 0.03% | 215 |
|
|
2021
Q1 | $230K | Buy |
+3,209
| New | +$230K | 0.03% | 213 |
|