SVWAG
Sound View Wealth Advisors Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
14,218
+10,574
| +290% | +$1.63M | 0.16% | 121 |
|
|
2025
Q1 | $558K | Buy |
3,644
+73
| +2% | +$11.2K | 0.05% | 239 |
|
|
2024
Q4 | $450K | Buy |
3,571
+200
| +6% | +$25.2K | 0.04% | 272 |
|
|
2024
Q3 | $432K | Buy |
3,371
+1,195
| +55% | +$153K | 0.04% | 280 |
|
|
2024
Q2 | $227K | Sell |
2,176
-200
| -8% | -$20.9K | 0.02% | 341 |
|
|
2024
Q1 | $222K | Hold |
2,376
| – | – | 0.02% | 346 |
|
|
2023
Q4 | $214K | Buy |
+2,376
| New | +$214K | 0.02% | 362 |
|
|
2023
Q1 | – | Sell |
-2,376
| Closed | -$214K | – | 411 |
|
|
2022
Q4 | $214K | Buy |
+2,376
| New | +$214K | 0.02% | 362 |
|
|
2022
Q3 | – | Sell |
-2,522
| Closed | -$208K | – | 282 |
|
|
2022
Q2 | $208K | Hold |
2,522
| – | – | 0.04% | 269 |
|
|
2022
Q1 | $242K | Hold |
2,522
| – | – | 0.05% | 266 |
|
|
2021
Q4 | $216K | Sell |
2,522
-260
| -9% | -$22.3K | 0.04% | 274 |
|
|
2021
Q3 | $229K | Hold |
2,782
| – | – | 0.05% | 267 |
|
|
2021
Q2 | $231K | Sell |
2,782
-50
| -2% | -$4.15K | 0.05% | 262 |
|
|
2021
Q1 | $203K | Buy |
+2,832
| New | +$203K | 0.05% | 260 |
|
|
2020
Q1 | – | Sell |
-3,444
| Closed | -$282K | – | 240 |
|
|
2019
Q4 | $282K | Sell |
3,444
-566
| -14% | -$46.3K | 0.08% | 198 |
|
|
2019
Q3 | $364K | Sell |
4,010
-325
| -7% | -$29.5K | 0.11% | 166 |
|
|
2019
Q2 | $353K | Buy |
+4,335
| New | +$353K | 0.1% | 170 |
|