Windle Wealth, LLC WELL Holdings History
Windle Wealth, LLC's Welltower Inc Holding Summary
As of 2025-03-31, Windle Wealth, LLC held 56,250.00 shares of Welltower Inc(WELL), totaling $8.62 Mil. This investment constitutes 4.44% of their stock portfolio, and Windle Wealth, LLC now holds 0.01% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2022Q4. And since then Windle Wealth, LLC has made 4 purchases of WELL, at an average price of $65.18, for a total of 77,255.00 shares. In addition, there have been 5 sales at an average price of $120.30 for 21,005.00 shares. Based on historical transaction data and WELL's current price of $160.18, Windle Wealth, LLC's estimated gain on his WELL holdings is $6.50 Mil, reflecting a 129.10% gain to date.
Windle Wealth, LLC WELL ($160.18) Holding Chart
Windle Wealth, LLC WELL ($160.18) 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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