4WM
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44 Wealth Management’s Welltower WELL Stock Holding History

44 Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$388K Buy
2,527
+104
+4% +$16K 0.14% 153
2025
Q1 		$371K Sell
2,423
-105
-4% -$16.1K 0.14% 151
2024
Q4 		$319K Sell
2,528
-209
-8% -$26.3K 0.12% 159
2024
Q3 		$361K Buy
+2,737
New +$361K 0.13% 154