TW
Transform Wealth’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16M | Buy |
104,512
+1,862
| +2% | +$285K | 0.97% | 25 |
|
|
2024
Q4 | $12.9M | Buy |
102,650
+12,572
| +14% | +$1.58M | 0.72% | 37 |
|
|
2024
Q3 | $11.5M | Buy |
90,078
+9,215
| +11% | +$1.18M | 0.76% | 32 |
|
|
2024
Q2 | $8.43M | Buy |
80,863
+10,000
| +14% | +$1.04M | 0.63% | 45 |
|
|
2024
Q1 | $6.62M | Sell |
70,863
-3,927
| -5% | -$367K | 0.63% | 60 |
|
|
2023
Q4 | $6.74M | Buy |
+74,790
| New | +$6.74M | 0.66% | 54 |
|
|
2018
Q2 | – | Sell |
-3,775
| Closed | -$205K | – | 234 |
|
|
2018
Q1 | $205K | Sell |
3,775
-100
| -3% | -$5.43K | 0.04% | 224 |
|
|
2017
Q4 | $247K | Hold |
3,875
| – | – | 0.05% | 229 |
|
|
2017
Q3 | $272K | Hold |
3,875
| – | – | 0.1% | 187 |
|
|
2017
Q2 | $290K | Sell |
3,875
-50
| -1% | -$3.74K | 0.33% | 54 |
|
|
2017
Q1 | $278K | Sell |
3,925
-80
| -2% | -$5.67K | 0.1% | 184 |
|
|
2016
Q4 | $268K | Hold |
4,005
| – | – | 0.11% | 184 |
|
|
2016
Q3 | $299K | Hold |
4,005
| – | – | 0.13% | 174 |
|
|
2016
Q2 | $305K | Buy |
+4,005
| New | +$305K | 0.13% | 170 |
|