Donoghue Forlines Momentum Fund WELL Holdings History
Donoghue Forlines Momentum Fund's Welltower Inc Holding Summary
As of 2025-03-31, Donoghue Forlines Momentum Fund held 7,305.00 shares of Welltower Inc(WELL), totaling $1.12 Mil. This investment constitutes 2.05% of their stock portfolio, and Donoghue Forlines Momentum Fund now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2024Q4. And since then Donoghue Forlines Momentum Fund has made 2 purchases of WELL, at an average price of $132.80, for a total of 7,305.00 shares. Based on historical transaction data and WELL's current price of $156.09, Donoghue Forlines Momentum Fund's estimated gain on his WELL holdings is $170,108.49, reflecting a 17.53% gain to date.
Donoghue Forlines Momentum Fund WELL ($156.09) Holding Chart
Donoghue Forlines Momentum Fund WELL ($156.09) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
