A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,386 shares of WELL stock, worth $437,945. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,386
Previous 3,397 0.32%
Holding current value
$437,945
Previous $354,000 22.32%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 13, 2024

SELL
$104.0 - $129.74 $1,144 - $1,427
-11 Reduced 0.32%
3,386 $433,000
Q1 2024

May 09, 2024

SELL
$86.51 - $94.25 $259 - $282
-3 Reduced 0.09%
3,397 $317,000
Q4 2023

Feb 07, 2024

SELL
$79.31 - $91.87 $317 - $367
-4 Reduced 0.12%
3,400 $306,000
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $195,287 - $243,658
3,404 New
3,404 $223,000
Q2 2022

Aug 03, 2022

BUY
$77.45 - $97.82 $11,540 - $14,575
149 Added 6.24%
2,537 $209,000
Q1 2022

Apr 20, 2022

BUY
$79.67 - $98.31 $190,251 - $234,764
2,388 New
2,388 $230,000
Q1 2021

Apr 29, 2021

SELL
$59.79 - $74.55 $73,721 - $91,920
-1,233 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$52.26 - $67.84 $64,436 - $83,646
1,233 New
1,233 $80,000

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 $59.9B
  • 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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