A detailed history of Carolinas Wealth Consulting LLC transactions in Welltower Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 39 shares of WELL stock, worth $4,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Previous 34 14.71%
Holding current value
$4,860
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$104.0 - $129.74 $520 - $648
5 Added 14.71%
39 $4,000
Q1 2024

May 14, 2024

BUY
$86.51 - $94.25 $432 - $471
5 Added 17.24%
34 $3,000
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $460 - $546
7 Added 31.82%
29 $2,000
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $688 - $858
12 Added 120.0%
22 $1,000
Q3 2022

Nov 14, 2022

SELL
$63.33 - $86.34 $126 - $172
-2 Reduced 16.67%
10 $1,000
Q1 2022

May 17, 2022

SELL
$79.67 - $98.31 $26,609 - $32,835
-334 Reduced 96.53%
12 $1,000
Q4 2021

Feb 14, 2022

BUY
$79.36 - $87.07 $1,031 - $1,131
13 Added 3.9%
346 $30,000
Q3 2021

Nov 15, 2021

BUY
$82.4 - $89.68 $247 - $269
3 Added 0.91%
333 $27,000
Q2 2021

Aug 17, 2021

SELL
$71.04 - $84.02 $50,367 - $59,570
-709 Reduced 68.24%
330 $27,000
Q1 2021

May 17, 2021

BUY
$59.79 - $74.55 $538 - $670
9 Added 0.87%
1,039 $74,000
Q4 2020

Feb 16, 2021

BUY
$52.26 - $67.84 $5,591 - $7,258
107 Added 11.59%
1,030 $67,000
Q3 2020

Nov 12, 2020

SELL
$49.2 - $61.12 $11,562 - $14,363
-235 Reduced 20.29%
923 $51,000
Q2 2020

Aug 13, 2020

BUY
$37.26 - $61.65 $43,147 - $71,390
1,158 New
1,158 $60,000

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $57.8B
  • Description
  • Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...
More about WELL
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