Aberdeen Wealth Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Hold
1,350
0.14% 139
2025
Q1
$207K Buy
+1,350
New +$207K 0.14% 141
2024
Q4
Sell
-1,650
Closed -$211K 171
2024
Q3
$211K Buy
+1,650
New +$211K 0.14% 143