WFA
West Financial Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.2K | Hold |
320
| – | – | 0.01% | 102 |
|
|
2025
Q1 | $49K | Hold |
320
| – | – | 0.01% | 100 |
|
|
2024
Q4 | $40.3K | Hold |
320
| – | – | 0.01% | 104 |
|
|
2024
Q3 | $41K | Hold |
320
| – | – | 0.01% | 94 |
|
|
2024
Q2 | $33.4K | Hold |
320
| – | – | 0.01% | 92 |
|
|
2024
Q1 | $29.9K | Hold |
320
| – | – | 0.01% | 97 |
|
|
2023
Q4 | $28.9K | Hold |
320
| – | – | 0.01% | 96 |
|
|
2023
Q3 | $26.2K | Hold |
320
| – | – | 0.01% | 98 |
|
|
2023
Q2 | $25.9K | Hold |
320
| – | – | 0.01% | 99 |
|
|
2023
Q1 | $22.9K | Hold |
320
| – | – | 0.01% | 99 |
|
|
2022
Q4 | $21K | Hold |
320
| – | – | 0.01% | 97 |
|
|
2022
Q3 | $21K | Buy |
+320
| New | +$21K | 0.01% | 124 |
|