WAS
WESPAC Advisors SoCal’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Buy |
53,909
+17
| +0% | +$2.61K | 1.85% | 20 |
|
|
2025
Q1 | $8.26M | Buy |
53,892
+21,667
| +67% | +$3.32M | 2.15% | 17 |
|
|
2024
Q4 | $4.06M | Buy |
32,225
+8,481
| +36% | +$1.07M | 0.92% | 33 |
|
|
2024
Q3 | $3.04M | Buy |
+23,744
| New | +$3.04M | 0.7% | 38 |
|