BEACON FINANCIAL PLANNING, INC WELL Holdings History
BEACON FINANCIAL PLANNING, INC's Welltower Inc Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 27,893.00 shares of Welltower Inc(WELL), totaling $4.27 Mil. This investment constitutes 2.46% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2024Q2. And since then BEACON FINANCIAL PLANNING, INC has made 4 purchases of WELL, at an average price of $123.43, for a total of 27,893.00 shares. Based on historical transaction data and WELL's current price of $154.23, BEACON FINANCIAL PLANNING, INC's estimated gain on his WELL holdings is $859,018.19, reflecting a 24.95% gain to date.
BEACON FINANCIAL PLANNING, INC WELL ($154.23) Holding Chart
BEACON FINANCIAL PLANNING, INC WELL ($154.23) 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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