Activest Wealth Management’s Welltower WELL Stock Holding History

Activest Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20.9K	Buy
2025 Q1	$20.5K	Buy
2024 Q4	$630	Buy
2023 Q1	–	Sell
2022 Q4	$22.3K	Hold
2022 Q3	$22K	Buy