Personal Cfo Solutions, LLC Welltower Inc. Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,800 shares of WELL stock, worth $524,058. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,800
Previous 3,826 0.68%
Holding current value
$524,058
Previous $398,000 22.11%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2024
SELL
$104.0 - $129.74 $2,704 - $3,373
-26 Reduced 0.68%
3,800 $486,000
Q2 2024

Aug 09, 2024
SELL
$88.31 - $105.01 $13,423 - $15,961
-152 Reduced 3.82%
3,826 $398,000
Q1 2024

May 13, 2024
SELL
$86.51 - $94.25 $5,190 - $5,655
-60 Reduced 1.49%
3,978 $371,000
Q4 2023

Feb 13, 2024
BUY
$79.31 - $91.87 $60,989 - $70,648
769 Added 23.52%
4,038 $364,000
Q3 2023

Nov 13, 2023
BUY
$78.6 - $85.47 $8,881 - $9,658
113 Added 3.58%
3,269 $267,000
Q2 2023

Aug 10, 2023
SELL
$70.38 - $81.95 $42,439 - $49,415
-603 Reduced 16.04%
3,156 $255,000
Q1 2023

May 09, 2023
SELL
$65.76 - $78.05 $29,526 - $35,044
-449 Reduced 10.67%
3,759 $269,000
Q4 2022

Feb 14, 2023
BUY
$57.37 - $71.58 $22,087 - $27,558
385 Added 10.07%
4,208 $275,000
Q3 2022

Nov 01, 2022
BUY
$63.33 - $86.34 $2,533 - $3,453
40 Added 1.06%
3,823 $246,000
Q2 2022

Aug 05, 2022
SELL
$77.45 - $97.82 $19,904 - $25,139
-257 Reduced 6.36%
3,783 $312,000
Q1 2022

May 02, 2022
SELL
$79.67 - $98.31 $11,233 - $13,861
-141 Reduced 3.37%
4,040 $388,000
Q4 2021

Feb 11, 2022
SELL
$79.36 - $87.07 $25,157 - $27,601
-317 Reduced 7.05%
4,181 $359,000
Q3 2021

Nov 18, 2021
BUY
$82.4 - $89.68 $6,839 - $7,443
83 Added 1.88%
4,498 $371,000
Q2 2021

Jul 22, 2021
BUY
$71.04 - $84.02 $5,683 - $6,721
80 Added 1.85%
4,415 $367,000
Q1 2021

Apr 21, 2021
SELL
$59.79 - $74.55 $15,007 - $18,712
-251 Reduced 5.47%
4,335 $310,000
Q4 2020

Feb 09, 2021
SELL
$52.26 - $67.84 $10,922 - $14,178
-209 Reduced 4.36%
4,586 $296,000
Q3 2020

Nov 02, 2020
SELL
$49.2 - $61.12 $22,878 - $28,420
-465 Reduced 8.84%
4,795 $0
Q2 2020

Aug 03, 2020
BUY
$37.26 - $61.65 $372 - $616
10 Added 0.19%
5,260 $272,000
Q1 2020

Apr 30, 2020
BUY
$33.22 - $89.84 $40,096 - $108,436
1,207 Added 29.85%
5,250 $240,000
Q3 2019

Nov 13, 2019
BUY
$81.74 - $92.46 $330,474 - $373,815
4,043 New
4,043 $366,000

Others Institutions Holding WELL

# of Institutions
1,153
Shares Held
548M
Call Options Held
1.11M
Put Options Held
2.1M
View Full List

About WELLTOWER INC.

WELL Quotes by TradingView
  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $63.9B
  • 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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