Portfolio Design Labs, LLC WELL Holdings History
Portfolio Design Labs, LLC's Welltower Inc Holding Summary
As of 2025-03-31, Portfolio Design Labs, LLC held 27,416.00 shares of Welltower Inc(WELL), totaling $4.20 Mil. This investment constitutes 0.87% of their stock portfolio, and Portfolio Design Labs, LLC now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2025Q1. And since then Portfolio Design Labs, LLC has made 1 purchases of WELL, at an average price of $142.48, for a total of 27,416.00 shares. Based on historical transaction data and WELL's current price of $152.77, Portfolio Design Labs, LLC's estimated gain on his WELL holdings is $282,110.64, reflecting a 7.22% gain to date.
Portfolio Design Labs, LLC WELL ($152.77) Holding Chart
Portfolio Design Labs, LLC WELL ($152.77) 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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