Wolff Wiese Magana’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Hold |
105
| – | – | 0.01% | 321 |
|
|
2025
Q1 | $16.1K | Sell |
105
-23
| -18% | -$3.52K | 0.01% | 331 |
|
|
2024
Q4 | $16.1K | Hold |
128
| – | – | 0.01% | 336 |
|
|
2024
Q3 | $16.4K | Hold |
128
| – | – | 0.01% | 348 |
|
|
2024
Q2 | $13.3K | Hold |
128
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $12K | Hold |
128
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $11.5K | Hold |
128
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $10.5K | Hold |
128
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $10.4K | Hold |
128
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $9.18K | Hold |
128
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $8.39K | Hold |
128
| – | – | 0.01% | 352 |
|
|
2022
Q3 | $8K | Hold |
128
| – | – | 0.01% | 537 |
|
|
2022
Q2 | $11K | Buy |
128
+5
| +4% | +$430 | 0.01% | 527 |
|
|
2022
Q1 | $12K | Hold |
123
| – | – | 0.01% | 517 |
|
|
2021
Q4 | $11K | Hold |
123
| – | – | 0.01% | 533 |
|
|
2021
Q3 | $10K | Hold |
123
| – | – | 0.01% | 526 |
|
|
2021
Q2 | $10K | Sell |
123
-15
| -11% | -$1.22K | 0.01% | 524 |
|
|
2021
Q1 | $10K | Hold |
138
| – | – | 0.01% | 484 |
|
|
2020
Q4 | $9K | Buy |
+138
| New | +$9K | 0.01% | 463 |
|