WIM
Westside Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
1,369
+169
| +14% | +$25.7K | 0.04% | 251 |
|
|
2025
Q1 | $185K | Hold |
1,200
| – | – | 0.04% | 246 |
|
|
2024
Q4 | $151K | Hold |
1,200
| – | – | 0.03% | 261 |
|
|
2024
Q3 | $138K | Hold |
1,200
| – | – | 0.03% | 278 |
|
|
2024
Q2 | $125K | Hold |
1,200
| – | – | 0.03% | 280 |
|
|
2024
Q1 | $111K | Hold |
1,200
| – | – | 0.03% | 284 |
|
|
2023
Q4 | $108K | Hold |
1,200
| – | – | 0.03% | 270 |
|
|
2023
Q3 | $98.3K | Hold |
1,200
| – | – | 0.03% | 274 |
|
|
2023
Q2 | $97.6K | Hold |
1,200
| – | – | 0.03% | 276 |
|
|
2023
Q1 | $86K | Hold |
1,200
| – | – | 0.03% | 287 |
|
|
2022
Q4 | $67K | Hold |
1,200
| – | – | 0.16% | 110 |
|
|
2022
Q3 | $64.3K | Hold |
1,200
| – | – | 0.15% | 115 |
|
|
2022
Q2 | $97.8K | Hold |
1,200
| – | – | 0.22% | 93 |
|
|
2022
Q1 | $97.8K | Hold |
1,200
| – | – | 0.21% | 96 |
|
|
2021
Q4 | $83.9K | Hold |
1,200
| – | – | 0.19% | 100 |
|
|
2021
Q3 | $83.9K | Hold |
1,200
| – | – | 0.19% | 98 |
|
|
2021
Q2 | $83.1K | Hold |
1,200
| – | – | 0.19% | 94 |
|
|
2021
Q1 | $71.6K | Hold |
1,200
| – | – | 0.19% | 92 |
|
|
2020
Q4 | $64.6K | Buy |
+1,200
| New | +$64.6K | 0.18% | 86 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$931 | – | 821 |
|
|
2018
Q2 | $931 | Hold |
15
| – | – | ﹤0.01% | 791 |
|
|
2018
Q1 | $809 | Hold |
15
| – | – | ﹤0.01% | 784 |
|
|
2017
Q4 | $938 | Hold |
15
| – | – | ﹤0.01% | 811 |
|
|
2017
Q3 | $1.02K | Hold |
15
| – | – | ﹤0.01% | 775 |
|
|
2017
Q2 | $1.09K | Hold |
15
| – | – | ﹤0.01% | 773 |
|
|
2017
Q1 | $1.07K | Hold |
15
| – | – | ﹤0.01% | 739 |
|
|
2016
Q4 | $996 | Buy |
+15
| New | +$996 | ﹤0.01% | 610 |
|