Asset Planning,Inc WELL Holdings History
Number of Shares
20,396.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
2.48%
Total Estimate Gain
$422,504.28
% of Total Estimate Gain
15.63%
Asset Planning,Inc's Welltower Inc Holding Summary
As of 2025-03-31, Asset Planning,Inc held 20,396.00 shares of Welltower Inc(WELL), totaling $3.12 Mil. This investment constitutes 2.48% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $142.48 for 192.00 shares. Based on historical transaction data and WELL's current price of $151.93, Asset Planning,Inc's estimated gain on his WELL holdings is $422,504.28, reflecting a 15.63% gain to date.
Asset Planning,Inc WELL ($151.93) Holding Chart
Asset Planning,Inc WELL ($151.93) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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